Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Marathon Trends - Trend Following
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%
1.43%
6 Months
3.65%
0.81%
1 Year
3.23%
7.79%
3 Years
14.74%
9.10%
5 Years
14.10%
—
Since Inception
17.53%
17.42%
Fund Age
7 yrs 11 mo
8 yrs 11 mo
AUM
₹54.28 Cr
₹342.11 Cr
Alpha – 1 Year
−1.49%
3.07%
Alpha – 3 Years
2.65%
−2.99%
Information Ratio – 3 Years
0.42
0.29
Volatility – 1 Year
16.98%
17.73%
Volatility – 3 Years
19.62%
15.85%
Beta – 1 Year
0.94
1.00
Beta – 3 Years
1.15
0.98
Sharpe Ratio – 1 Year
-0.05
0.21
Sharpe Ratio – 3 Years
0.58
0.50
Worst Rolling Year
16.92%
9.10%
Value at Worst Rolling Year
₹1.17 Cr
₹1.09 Cr
Deepest Drawdown
−25.33%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 40% · M 35% · S 22%
Number of Stocks
—
23
Portfolio P/E
—
21.69
Top 5 Holdings
—
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
—
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.40% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%