Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Right Horizons - Perennial
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%
−0.19%
6 Months
3.36%
11.46%
1 Year
7.71%
8.21%
3 Years
10.42%
12.09%
5 Years
9.09%
11.81%
Since Inception
10.42%
13.34%
Fund Age
16 yrs 11 mo
5 yrs 3 mo
AUM
₹257.93 Cr
₹34.29 Cr
Alpha – 1 Year
0.40%
5.23%
Alpha – 3 Years
2.97%
0.21%
Information Ratio – 3 Years
2.62
0.17
Volatility – 1 Year
1.99%
24.84%
Volatility – 3 Years
1.94%
21.42%
Beta – 1 Year
0.35
1.25
Beta – 3 Years
0.35
1.08
Sharpe Ratio – 1 Year
1.45
0.21
Sharpe Ratio – 3 Years
3.79
0.49
Worst Rolling Year
7.00%
7.11%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
—
−34.77%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 5% · M 7% · S 69%
Number of Stocks
—
37
Portfolio P/E
—
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%