Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs JM Financial - The Opportunistic
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
JM Financial - The Opportunistic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.02%
2.65%
6 Months
3.65%
21.60%
1 Year
3.23%
21.16%
3 Years
14.74%
24.80%
5 Years
14.10%
17.88%
Since Inception
17.53%
9.69%
Fund Age
7 yrs 11 mo
9 yrs 2 mo
AUM
₹54.28 Cr
₹10.09 Cr
Alpha – 1 Year
−1.49%
18.18%
Alpha – 3 Years
2.65%
12.91%
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
16.98%
1.87%
Volatility – 3 Years
19.62%
1.87%
Beta – 1 Year
0.94
—
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
-0.05
16.58
Sharpe Ratio – 3 Years
0.58
16.58
Worst Rolling Year
16.92%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−25.33%
—
Recovery Period
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 33% · M 13% · S 49%
Number of Stocks
—
22
Portfolio P/E
—
38.25
Top 5 Holdings
—
—
Top Sectors
—
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
Fixed Fee
2.40% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%