Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Tamohara - TIOS
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%
3.29%
6 Months
3.36%
14.68%
1 Year
7.71%
11.65%
3 Years
10.42%
7.09%
5 Years
9.09%
8.41%
Since Inception
10.42%
10.45%
Fund Age
16 yrs 11 mo
10 yrs 5 mo
AUM
₹257.93 Cr
₹24.48 Cr
Alpha – 1 Year
0.40%
12.00%
Alpha – 3 Years
2.97%
−1.90%
Information Ratio – 3 Years
2.62
-0.12
Volatility – 1 Year
1.99%
20.48%
Volatility – 3 Years
1.94%
16.32%
Beta – 1 Year
0.35
1.11
Beta – 3 Years
0.35
1.00
Sharpe Ratio – 1 Year
1.45
0.36
Sharpe Ratio – 3 Years
3.79
0.15
Worst Rolling Year
7.00%
-5.06%
Value at Worst Rolling Year
₹1.07 Cr
₹0.95 Cr
Deepest Drawdown
—
−24.00%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
11.56%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 41% · M 5% · S 35%
Number of Stocks
—
31
Portfolio P/E
—
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
—
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –