Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs ICICI Prudential - Pipe Portfolio
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
ICICI Prudential - Pipe Portfolio
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%
3.18%
6 Months
3.65%
10.33%
1 Year
3.23%
12.88%
3 Years
14.74%
16.20%
5 Years
14.10%
21.51%
Since Inception
17.53%
24.95%
Fund Age
7 yrs 11 mo
6 yrs 11 mo
AUM
₹54.28 Cr
₹7,993.92 Cr
Alpha – 1 Year
−1.49%
8.16%
Alpha – 3 Years
2.65%
4.11%
Information Ratio – 3 Years
0.42
0.49
Volatility – 1 Year
16.98%
18.08%
Volatility – 3 Years
19.62%
17.36%
Beta – 1 Year
0.94
0.97
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
-0.05
0.46
Sharpe Ratio – 3 Years
0.58
0.65
Worst Rolling Year
16.92%
16.21%
Value at Worst Rolling Year
₹1.17 Cr
₹1.16 Cr
Deepest Drawdown
−25.33%
−22.83%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
30.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
M 14% · S 84%
Number of Stocks
—
41
Portfolio P/E
—
23.80
Top 5 Holdings
—
Sarda Energy & Minerals Ltd · 4.39%
Honasa Consumer Ltd · 4.32%
Vardhman Textiles Ltd · 4.08%
FSN E-Commerce Ventures Ltd · 3.75%
Usha Martin Ltd · 3.68%
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%
3% / 2% / 1%