Portfolio Management Services (PMS)Compare Schemes
Dezerv Infra Yields Assets vs Estee Advisors - Long Alpha
Add SchemeGrowth of ₹1 Crore
Dezerv Infra Yields Assets
Estee Advisors - Long Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.3%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.06%
2.02%
6 Months
5.92%
3.65%
1 Year
16.91%
3.23%
3 Years
17.97%
14.74%
5 Years
—
14.10%
Since Inception
17.33%
17.53%
Fund Age
3 yrs 3 mo
7 yrs 11 mo
AUM
₹108.92 Cr
₹54.28 Cr
Alpha – 1 Year
9.37%
−1.49%
Alpha – 3 Years
6.71%
2.65%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
—
16.98%
Volatility – 3 Years
—
19.62%
Beta – 1 Year
—
0.94
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
—
-0.05
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
16.92%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−25.33%
Recovery Period
—
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
1.00% / yr
2.40% / yr
Performance Fee / Plan
10% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%