Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.02%
1.81%
6 Months
3.65%
9.83%
1 Year
3.23%
13.53%
3 Years
14.74%
28.65%
5 Years
14.10%
30.15%
Since Inception
17.53%
22.72%
Fund Age
7 yrs 11 mo
8 yrs 8 mo
AUM
₹54.28 Cr
₹1,835.92 Cr
Alpha – 1 Year
−1.49%
8.81%
Alpha – 3 Years
2.65%
16.56%
Information Ratio – 3 Years
0.42
1.28
Volatility – 1 Year
16.98%
19.12%
Volatility – 3 Years
19.62%
18.89%
Beta – 1 Year
0.94
0.96
Beta – 3 Years
1.15
0.91
Sharpe Ratio – 1 Year
-0.05
0.47
Sharpe Ratio – 3 Years
0.58
1.16
Worst Rolling Year
16.92%
-6.00%
Value at Worst Rolling Year
₹1.17 Cr
₹0.94 Cr
Deepest Drawdown
−25.33%
−13.66%
Recovery Period
Not yet recovered
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
29.71%
40.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 24% · M 10% · S 45%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
—
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.40% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%