Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs HDFC - All Cap Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
HDFC - All Cap Portfolio - DPMS
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%
−1.12%
6 Months
3.65%
−0.35%
1 Year
3.23%
−1.07%
3 Years
14.74%
9.62%
5 Years
14.10%
—
Since Inception
17.53%
13.16%
Fund Age
7 yrs 11 mo
4 yrs 2 mo
AUM
₹54.28 Cr
₹52.82 Cr
Alpha – 1 Year
−1.49%
−5.79%
Alpha – 3 Years
2.65%
−2.47%
Information Ratio – 3 Years
0.42
-0.56
Volatility – 1 Year
16.98%
17.26%
Volatility – 3 Years
19.62%
15.97%
Beta – 1 Year
0.94
0.98
Beta – 3 Years
1.15
0.98
Sharpe Ratio – 1 Year
-0.05
-0.29
Sharpe Ratio – 3 Years
0.58
0.28
Worst Rolling Year
16.92%
9.59%
Value at Worst Rolling Year
₹1.17 Cr
₹1.10 Cr
Deepest Drawdown
−25.33%
−18.05%
Recovery Period
Not yet recovered
131 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
15.96%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
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Number of Stocks
—
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Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
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Fixed Fee
2.40% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%