Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
3.65%
2.04%
1 Year
3.23%
13.04%
3 Years
14.74%
15.74%
5 Years
14.10%
14.15%
Since Inception
17.53%
15.13%
Fund Age
7 yrs 11 mo
14 yrs 1 mo
AUM
₹54.28 Cr
₹850.7 Cr
Alpha – 1 Year
−1.49%
13.39%
Alpha – 3 Years
2.65%
6.74%
Information Ratio – 3 Years
0.42
1.02
Volatility – 1 Year
16.98%
18.01%
Volatility – 3 Years
19.62%
15.42%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
1.15
0.99
Sharpe Ratio – 1 Year
-0.05
0.48
Sharpe Ratio – 3 Years
0.58
0.76
Worst Rolling Year
16.92%
-19.06%
Value at Worst Rolling Year
₹1.17 Cr
₹0.81 Cr
Deepest Drawdown
−25.33%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
29.71%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
—
L 53% · M 28% · S 13%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%