Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Ksema - Multicap
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Ksema - Multicap
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%
0.82%
6 Months
3.65%
2.65%
1 Year
3.23%
10.76%
3 Years
14.74%
12.77%
5 Years
14.10%
14.58%
Since Inception
17.53%
17.50%
Fund Age
7 yrs 11 mo
7 yrs 7 mo
AUM
₹54.28 Cr
₹83.87 Cr
Alpha – 1 Year
−1.49%
11.11%
Alpha – 3 Years
2.65%
3.77%
Information Ratio – 3 Years
0.42
0.46
Volatility – 1 Year
16.98%
18.53%
Volatility – 3 Years
19.62%
17.03%
Beta – 1 Year
0.94
1.11
Beta – 3 Years
1.15
1.11
Sharpe Ratio – 1 Year
-0.05
0.36
Sharpe Ratio – 3 Years
0.58
0.48
Worst Rolling Year
16.92%
12.58%
Value at Worst Rolling Year
₹1.17 Cr
₹1.13 Cr
Deepest Drawdown
−25.33%
−20.55%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
20.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 54% · M 18% · S 28%
Number of Stocks
—
51
Portfolio P/E
—
23.77
Top 5 Holdings
—
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Top Sectors
—
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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% / 1%