Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 7.5%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.25%
10.15%
6 Months
3.36%
31.39%
1 Year
7.71%
26.01%
3 Years
10.42%
19.28%
5 Years
9.09%
23.67%
Since Inception
10.42%
28.23%
Fund Age
16 yrs 11 mo
5 yrs 4 mo
AUM
₹257.93 Cr
₹483.07 Cr
Alpha – 1 Year
0.40%
21.29%
Alpha – 3 Years
2.97%
7.19%
Information Ratio – 3 Years
2.62
0.38
Volatility – 1 Year
1.99%
27.77%
Volatility – 3 Years
1.94%
26.19%
Beta – 1 Year
0.35
1.29
Beta – 3 Years
0.35
1.20
Sharpe Ratio – 1 Year
1.45
0.78
Sharpe Ratio – 3 Years
3.79
0.61
Worst Rolling Year
7.00%
19.29%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
—
−32.66%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
—
62.66
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
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%