Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
3.65%
4.79%
1 Year
3.23%
−0.59%
3 Years
14.74%
11.57%
5 Years
14.10%
13.86%
Since Inception
17.53%
15.96%
Fund Age
7 yrs 11 mo
5 yrs 5 mo
AUM
₹54.28 Cr
₹45.81 Cr
Alpha – 1 Year
−1.49%
−5.31%
Alpha – 3 Years
2.65%
−0.52%
Information Ratio – 3 Years
0.42
-0.06
Volatility – 1 Year
16.98%
21.96%
Volatility – 3 Years
19.62%
17.35%
Beta – 1 Year
0.94
1.19
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
-0.05
-0.16
Sharpe Ratio – 3 Years
0.58
0.42
Worst Rolling Year
16.92%
10.84%
Value at Worst Rolling Year
₹1.17 Cr
₹1.11 Cr
Deepest Drawdown
−25.33%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
22.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 23% · M 4% · S 73%
Number of Stocks
—
16
Portfolio P/E
—
22.00
Top 5 Holdings
—
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.40% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%