Portfolio Management Services (PMS)Compare Schemes
Amaltas Keystone Fund vs Estee Advisors - Long Alpha
Add SchemeGrowth of ₹1 Crore
Amaltas Keystone Fund
Estee Advisors - Long Alpha
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.65%
2.02%
6 Months
52.84%
3.65%
1 Year
44.79%
3.23%
3 Years
—
14.74%
5 Years
—
14.10%
Since Inception
24.04%
17.53%
Fund Age
19 mo
7 yrs 11 mo
AUM
₹65.12 Cr
₹54.28 Cr
Alpha – 1 Year
40.07%
−1.49%
Alpha – 3 Years
—
2.65%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
32.99%
16.98%
Volatility – 3 Years
—
19.62%
Beta – 1 Year
1.48
0.94
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
1.12
-0.05
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
16.92%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−15.77%
−25.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
Piramal Enterprises Limited · 0.00%
CARE Ratings Ltd · 0.00%
Sterlite Technologies Ltd · 0.00%
Muthoot Microfin Ltd · 0.00%
Bodal Chemicals Ltd · 0.00%
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Top Sectors
—
—
Fixed Fee
—
2.40% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%