Portfolio Management Services (PMS)Compare Schemes
Estee-I-Alpha vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Estee-I-Alpha
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 7.5%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.25%
4.79%
6 Months
3.36%
13.10%
1 Year
7.71%
18.11%
3 Years
10.42%
14.56%
5 Years
9.09%
8.71%
Since Inception
10.42%
13.67%
Fund Age
16 yrs 11 mo
11 yrs 2 mo
AUM
₹257.93 Cr
₹138.06 Cr
Alpha – 1 Year
0.40%
18.46%
Alpha – 3 Years
2.97%
5.57%
Information Ratio – 3 Years
2.62
0.62
Volatility – 1 Year
1.99%
22.83%
Volatility – 3 Years
1.94%
16.72%
Beta – 1 Year
0.35
1.29
Beta – 3 Years
0.35
1.00
Sharpe Ratio – 1 Year
1.45
0.61
Sharpe Ratio – 3 Years
3.79
0.55
Worst Rolling Year
7.00%
-8.44%
Value at Worst Rolling Year
₹1.07 Cr
₹0.92 Cr
Deepest Drawdown
—
−17.10%
Recovery Period
—
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
11.56%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%