Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Incred-Small & MidCap PMS
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%
4.27%
6 Months
3.65%
−8.15%
1 Year
3.23%
−5.39%
3 Years
14.74%
10.81%
5 Years
14.10%
—
Since Inception
17.53%
11.07%
Fund Age
7 yrs 11 mo
5 yrs
AUM
₹54.28 Cr
₹121.08 Cr
Alpha – 1 Year
−1.49%
−5.32%
Alpha – 3 Years
2.65%
−2.65%
Information Ratio – 3 Years
0.42
-0.15
Volatility – 1 Year
16.98%
24.51%
Volatility – 3 Years
19.62%
24.85%
Beta – 1 Year
0.94
1.17
Beta – 3 Years
1.15
1.18
Sharpe Ratio – 1 Year
-0.05
-0.34
Sharpe Ratio – 3 Years
0.58
0.32
Worst Rolling Year
16.92%
9.88%
Value at Worst Rolling Year
₹1.17 Cr
₹1.10 Cr
Deepest Drawdown
−25.33%
−34.50%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
M 20% · S 78%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
—
—
Fixed Fee
2.40% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%