Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Fort Capital - Value Fund
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Fort Capital - Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.02%
5.09%
6 Months
3.65%
20.56%
1 Year
3.23%
20.29%
3 Years
14.74%
11.79%
5 Years
14.10%
16.62%
Since Inception
17.53%
15.84%
Fund Age
7 yrs 11 mo
7 yrs 11 mo
AUM
₹54.28 Cr
₹12.5 Cr
Alpha – 1 Year
−1.49%
15.57%
Alpha – 3 Years
2.65%
−0.30%
Information Ratio – 3 Years
0.42
-0.02
Volatility – 1 Year
16.98%
23.44%
Volatility – 3 Years
19.62%
21.14%
Beta – 1 Year
0.94
1.18
Beta – 3 Years
1.15
1.05
Sharpe Ratio – 1 Year
-0.05
0.68
Sharpe Ratio – 3 Years
0.58
0.39
Worst Rolling Year
16.92%
9.17%
Value at Worst Rolling Year
₹1.17 Cr
₹1.09 Cr
Deepest Drawdown
−25.33%
−24.97%
Recovery Period
Not yet recovered
470 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
22.65%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
S 93%
Number of Stocks
—
28
Portfolio P/E
—
21.42
Top 5 Holdings
—
—
Top Sectors
—
Capital Goods · 32.17%
Chemicals · 16.27%
Automobile and Auto Components · 16.12%
Fixed Fee
2.40% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%