Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Kotak Pioneer Model Strategy Aggressive
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Estee Advisors - Long Alpha
Kotak Pioneer Model Strategy Aggressive
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%
1.96%
6 Months
3.65%
−0.83%
1 Year
3.23%
14.95%
3 Years
14.74%
—
5 Years
14.10%
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Since Inception
17.53%
15.45%
Fund Age
7 yrs 11 mo
4 yrs 1 mo
AUM
₹54.28 Cr
₹67.74 Cr
Alpha – 1 Year
−1.49%
8.24%
Alpha – 3 Years
2.65%
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Information Ratio – 3 Years
0.42
0.30
Volatility – 1 Year
16.98%
16.48%
Volatility – 3 Years
19.62%
12.47%
Beta – 1 Year
0.94
1.58
Beta – 3 Years
1.15
1.45
Sharpe Ratio – 1 Year
-0.05
0.60
Sharpe Ratio – 3 Years
0.58
0.77
Worst Rolling Year
16.92%
13.91%
Value at Worst Rolling Year
₹1.17 Cr
₹1.14 Cr
Deepest Drawdown
−25.33%
−14.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
16.42%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
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HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
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Fixed Fee
2.40% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –