Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
KEDIA - Multi Cap
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%
2.23%
6 Months
3.65%
7.97%
1 Year
3.23%
6.21%
3 Years
14.74%
12.78%
5 Years
14.10%
14.19%
Since Inception
17.53%
16.41%
Fund Age
7 yrs 11 mo
7 yrs 3 mo
AUM
₹54.28 Cr
₹115.97 Cr
Alpha – 1 Year
−1.49%
1.49%
Alpha – 3 Years
2.65%
0.69%
Information Ratio – 3 Years
0.42
0.20
Volatility – 1 Year
16.98%
15.75%
Volatility – 3 Years
19.62%
15.69%
Beta – 1 Year
0.94
0.82
Beta – 3 Years
1.15
0.88
Sharpe Ratio – 1 Year
-0.05
0.12
Sharpe Ratio – 3 Years
0.58
0.51
Worst Rolling Year
16.92%
11.84%
Value at Worst Rolling Year
₹1.17 Cr
₹1.12 Cr
Deepest Drawdown
−25.33%
−23.37%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
21.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
35
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.40% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%