Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs ICICI Prudential PMS Emerging Leaders Strategy
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
ICICI Prudential PMS Emerging Leaders Strategy
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%
1.66%
6 Months
3.65%
4.68%
1 Year
3.23%
12.13%
3 Years
14.74%
—
5 Years
14.10%
—
Since Inception
17.53%
10.02%
Fund Age
7 yrs 11 mo
2 yrs 6 mo
AUM
₹54.28 Cr
₹267.19 Cr
Alpha – 1 Year
−1.49%
7.41%
Alpha – 3 Years
2.65%
—
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
16.98%
16.03%
Volatility – 3 Years
19.62%
—
Beta – 1 Year
0.94
0.91
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
-0.05
0.46
Sharpe Ratio – 3 Years
0.58
—
Worst Rolling Year
16.92%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−25.33%
−11.86%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.71%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 3% · M 61% · S 32%
Number of Stocks
—
40
Portfolio P/E
—
28.06
Top 5 Holdings
—
FSN E-Commerce Ventures Ltd · 5.29%
Jindal Stainless Ltd · 4.78%
Jindal Steel Ltd · 3.99%
Sarda Energy & Minerals Ltd · 3.59%
National Aluminium Company Ltd · 3.54%
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%
1% / 0% / 0%