Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
3.36%
19.55%
1 Year
7.71%
11.69%
3 Years
10.42%
15.46%
5 Years
9.09%
—
Since Inception
10.42%
23.05%
Fund Age
16 yrs 11 mo
3 yrs 4 mo
AUM
₹257.93 Cr
₹95.08 Cr
Alpha – 1 Year
0.40%
8.71%
Alpha – 3 Years
2.97%
3.58%
Information Ratio – 3 Years
2.62
0.52
Volatility – 1 Year
1.99%
27.25%
Volatility – 3 Years
1.94%
23.29%
Beta – 1 Year
0.35
1.44
Beta – 3 Years
0.35
1.22
Sharpe Ratio – 1 Year
1.45
0.33
Sharpe Ratio – 3 Years
3.79
0.66
Worst Rolling Year
7.00%
15.47%
Value at Worst Rolling Year
₹1.07 Cr
₹1.15 Cr
Deepest Drawdown
—
−32.01%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
17.67%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%