Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.02%
−0.92%
6 Months
3.65%
32.15%
1 Year
3.23%
16.77%
3 Years
14.74%
19.00%
5 Years
14.10%
20.10%
Since Inception
17.53%
27.01%
Fund Age
7 yrs 11 mo
6 yrs 10 mo
AUM
₹54.28 Cr
₹247.64 Cr
Alpha – 1 Year
−1.49%
13.79%
Alpha – 3 Years
2.65%
7.10%
Information Ratio – 3 Years
0.42
0.30
Volatility – 1 Year
16.98%
39.13%
Volatility – 3 Years
19.62%
29.47%
Beta – 1 Year
0.94
1.87
Beta – 3 Years
1.15
1.36
Sharpe Ratio – 1 Year
-0.05
0.42
Sharpe Ratio – 3 Years
0.58
0.55
Worst Rolling Year
16.92%
15.03%
Value at Worst Rolling Year
₹1.17 Cr
₹1.15 Cr
Deepest Drawdown
−25.33%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
31.90%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
S 80%
Number of Stocks
—
42
Portfolio P/E
—
42.30
Top 5 Holdings
—
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
—
—
Fixed Fee
2.40% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%