Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Tamohara - Q Strategy
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%
−0.46%
6 Months
3.36%
6.77%
1 Year
7.71%
7.38%
3 Years
10.42%
9.03%
5 Years
9.09%
—
Since Inception
10.42%
10.29%
Fund Age
16 yrs 11 mo
4 yrs 2 mo
AUM
₹257.93 Cr
₹9.69 Cr
Alpha – 1 Year
0.40%
7.73%
Alpha – 3 Years
2.97%
0.04%
Information Ratio – 3 Years
2.62
0.09
Volatility – 1 Year
1.99%
17.08%
Volatility – 3 Years
1.94%
16.18%
Beta – 1 Year
0.35
0.95
Beta – 3 Years
0.35
1.08
Sharpe Ratio – 1 Year
1.45
0.20
Sharpe Ratio – 3 Years
3.79
0.33
Worst Rolling Year
7.00%
7.39%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
—
−24.88%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –