Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Master Trust India Growth Strategy
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%
5.45%
6 Months
3.65%
16.85%
1 Year
3.23%
9.30%
3 Years
14.74%
14.05%
5 Years
14.10%
14.30%
Since Inception
17.53%
24.29%
Fund Age
7 yrs 11 mo
14 yrs 10 mo
AUM
₹54.28 Cr
₹372.24 Cr
Alpha – 1 Year
−1.49%
4.58%
Alpha – 3 Years
2.65%
1.97%
Information Ratio – 3 Years
0.42
0.33
Volatility – 1 Year
16.98%
21.18%
Volatility – 3 Years
19.62%
20.18%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
1.15
1.12
Sharpe Ratio – 1 Year
-0.05
0.27
Sharpe Ratio – 3 Years
0.58
0.49
Worst Rolling Year
16.92%
-10.46%
Value at Worst Rolling Year
₹1.17 Cr
₹0.90 Cr
Deepest Drawdown
−25.33%
−23.77%
Recovery Period
Not yet recovered
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
29.71%
27.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
—
—
Fixed Fee
2.40% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 0.5%