Portfolio Management Services (PMS)Compare Schemes
DVIA Bespoke All-Weather Portfolio vs Estee Advisors - Long Alpha
Add SchemeGrowth of ₹1 Crore
DVIA Bespoke All-Weather Portfolio
Estee Advisors - Long Alpha
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.09%
2.02%
6 Months
7.94%
3.65%
1 Year
—
3.23%
3 Years
—
14.74%
5 Years
—
14.10%
Since Inception
9.83%
17.53%
Fund Age
11 mo
7 yrs 11 mo
AUM
₹292.05 Cr
₹54.28 Cr
Alpha – 1 Year
—
−1.49%
Alpha – 3 Years
—
2.65%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
11.04%
16.98%
Volatility – 3 Years
—
19.62%
Beta – 1 Year
—
0.94
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.58
-0.05
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
16.92%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−6.80%
−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
0.50% / yr
2.40% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%