Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Tulsian - PMS
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%
2.21%
6 Months
3.36%
21.04%
1 Year
7.71%
21.34%
3 Years
10.42%
19.08%
5 Years
9.09%
23.67%
Since Inception
10.42%
—
Fund Age
16 yrs 11 mo
6 yrs 4 mo
AUM
₹257.93 Cr
₹364.08 Cr
Alpha – 1 Year
0.40%
21.69%
Alpha – 3 Years
2.97%
10.08%
Information Ratio – 3 Years
2.62
0.52
Volatility – 1 Year
1.99%
32.28%
Volatility – 3 Years
1.94%
28.08%
Beta – 1 Year
0.35
1.47
Beta – 3 Years
0.35
1.60
Sharpe Ratio – 1 Year
1.45
0.58
Sharpe Ratio – 3 Years
3.79
0.57
Worst Rolling Year
7.00%
15.61%
Value at Worst Rolling Year
₹1.07 Cr
₹1.16 Cr
Deepest Drawdown
—
−31.98%
Recovery Period
—
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.56%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%