Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.02%
0.48%
6 Months
3.65%
0.17%
1 Year
3.23%
1.53%
3 Years
14.74%
6.30%
5 Years
14.10%
7.16%
Since Inception
17.53%
16.58%
Fund Age
7 yrs 11 mo
6 yrs 6 mo
AUM
₹54.28 Cr
₹182.72 Cr
Alpha – 1 Year
−1.49%
−3.19%
Alpha – 3 Years
2.65%
−5.79%
Information Ratio – 3 Years
0.42
-1.15
Volatility – 1 Year
16.98%
17.17%
Volatility – 3 Years
19.62%
15.94%
Beta – 1 Year
0.94
0.97
Beta – 3 Years
1.15
0.99
Sharpe Ratio – 1 Year
-0.05
-0.13
Sharpe Ratio – 3 Years
0.58
0.13
Worst Rolling Year
16.92%
6.16%
Value at Worst Rolling Year
₹1.17 Cr
₹1.06 Cr
Deepest Drawdown
−25.33%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
60
Portfolio P/E
—
19.43
Top 5 Holdings
—
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
—
—
Fixed Fee
2.40% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%