Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.02%
−0.25%
6 Months
3.65%
3.36%
1 Year
3.23%
7.71%
3 Years
14.74%
10.42%
5 Years
14.10%
9.09%
Since Inception
17.53%
10.42%
Fund Age
7 yrs 11 mo
16 yrs 11 mo
AUM
₹54.28 Cr
₹257.93 Cr
Alpha – 1 Year
−1.49%
0.40%
Alpha – 3 Years
2.65%
2.97%
Information Ratio – 3 Years
0.42
2.62
Volatility – 1 Year
16.98%
1.99%
Volatility – 3 Years
19.62%
1.94%
Beta – 1 Year
0.94
0.35
Beta – 3 Years
1.15
0.35
Sharpe Ratio – 1 Year
-0.05
1.45
Sharpe Ratio – 3 Years
0.58
3.79
Worst Rolling Year
16.92%
7.00%
Value at Worst Rolling Year
₹1.17 Cr
₹1.07 Cr
Deepest Drawdown
−25.33%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
11.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Top Sectors
—
—
Fixed Fee
2.40% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%