Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
3.12%
6 Months
3.36%
8.08%
1 Year
7.71%
10.16%
3 Years
10.42%
15.60%
5 Years
9.09%
—
Since Inception
10.42%
19.84%
Fund Age
16 yrs 11 mo
6 yrs 11 mo
AUM
₹257.93 Cr
₹3.18 Cr
Alpha – 1 Year
0.40%
7.18%
Alpha – 3 Years
2.97%
3.72%
Information Ratio – 3 Years
2.62
0.60
Volatility – 1 Year
1.99%
19.93%
Volatility – 3 Years
1.94%
18.09%
Beta – 1 Year
0.35
1.12
Beta – 3 Years
0.35
1.14
Sharpe Ratio – 1 Year
1.45
0.31
Sharpe Ratio – 3 Years
3.79
0.60
Worst Rolling Year
7.00%
14.68%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
—
−19.38%
Recovery Period
—
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 31% · M 55% · S 12%
Number of Stocks
—
29
Portfolio P/E
—
38.53
Top 5 Holdings
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
—
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –