Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA SMALLCAP PMS vs Estee Advisors - Long Alpha
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA SMALLCAP PMS
Estee Advisors - Long Alpha
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
2.02%
6 Months
12.26%
3.65%
1 Year
7.30%
3.23%
3 Years
—
14.74%
5 Years
—
14.10%
Since Inception
−4.78%
17.53%
Fund Age
1 yr 10 mo
7 yrs 11 mo
AUM
₹1.85 Cr
₹54.28 Cr
Alpha – 1 Year
2.58%
−1.49%
Alpha – 3 Years
—
2.65%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
34.80%
16.98%
Volatility – 3 Years
—
19.62%
Beta – 1 Year
1.70
0.94
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.20
-0.05
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
16.92%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−23.66%
−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
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.40% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
0% / 0% / 0%