AIF · Equity · CAT III - LONG ONLY
Estee - Enhanced Alpha Fund
Fund size₹19 Cr
IRRSince inception-7.26%
Minimum investment₹1 Crore
Fund age10 mo
Fund Manager
Growth of₹Cr
Estee Enhanced Alpha
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Estee Enhanced Alpha | — | — | — | — | — | −7.26% |
| Nifty 500 | −9.50% | — | — | — | — | −0.92% |
| Excess over benchmark | — | — | — | — | — | −6.34% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 28 Feb 2023.
Risk : What you take on to earn the return
Volatility
12.28%
Benchmark approx 18.32%
A standard deviation reflecting historical swings.
Sensitivity
0.66
Beta vs benchmark 1.00 · 34% less reactive
How strongly the scheme moves with the index.
Risk-reward
−0.77
Sharpe
Excess return gained per unit of volatility.
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