Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
3.11%
6 Months
3.36%
4.12%
1 Year
7.71%
−0.25%
3 Years
10.42%
10.95%
5 Years
9.09%
10.56%
Since Inception
10.42%
10.62%
Fund Age
16 yrs 11 mo
13 yrs 8 mo
AUM
₹257.93 Cr
₹41.22 Cr
Alpha – 1 Year
0.40%
0.18%
Alpha – 3 Years
2.97%
2.39%
Information Ratio – 3 Years
2.62
0.52
Volatility – 1 Year
1.99%
20.61%
Volatility – 3 Years
1.94%
17.57%
Beta – 1 Year
0.35
1.24
Beta – 3 Years
0.35
1.19
Sharpe Ratio – 1 Year
1.45
-0.18
Sharpe Ratio – 3 Years
3.79
0.46
Worst Rolling Year
7.00%
-10.52%
Value at Worst Rolling Year
₹1.07 Cr
₹0.89 Cr
Deepest Drawdown
—
−22.41%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
11.56%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
—
L 70% · M 29%
Number of Stocks
—
25
Portfolio P/E
—
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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% / 0%