Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
SageOne - Core Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
11.42%
6 Months
3.36%
35.03%
1 Year
7.71%
37.21%
3 Years
10.42%
27.05%
5 Years
9.09%
21.76%
Since Inception
10.42%
19.33%
Fund Age
16 yrs 11 mo
6 yrs 10 mo
AUM
₹257.93 Cr
₹2,975 Cr
Alpha – 1 Year
0.40%
23.77%
Alpha – 3 Years
2.97%
6.78%
Information Ratio – 3 Years
2.62
5.24
Volatility – 1 Year
1.99%
18.59%
Volatility – 3 Years
1.94%
19.39%
Beta – 1 Year
0.35
1.23
Beta – 3 Years
0.35
1.12
Sharpe Ratio – 1 Year
1.45
1.44
Sharpe Ratio – 3 Years
3.79
0.98
Worst Rolling Year
7.00%
-6.18%
Value at Worst Rolling Year
₹1.07 Cr
₹0.94 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
11.56%
23.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%