Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Merisis Catalyst Series 1
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Merisis Catalyst Series 1
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%
−2.20%
6 Months
3.65%
9.62%
1 Year
3.23%
—
3 Years
14.74%
—
5 Years
14.10%
—
Since Inception
17.53%
3.28%
Fund Age
7 yrs 11 mo
9 mo
AUM
₹54.28 Cr
₹0.81 Cr
Alpha – 1 Year
−1.49%
—
Alpha – 3 Years
2.65%
—
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
16.98%
—
Volatility – 3 Years
19.62%
—
Beta – 1 Year
0.94
—
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
-0.05
—
Sharpe Ratio – 3 Years
0.58
—
Worst Rolling Year
16.92%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−25.33%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.71%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
S 79%
Number of Stocks
—
8
Portfolio P/E
—
32.20
Top 5 Holdings
—
Wockhardt Ltd · 14.44%
Ion Exchange (India) Ltd · 12.96%
Ramco Systems Ltd · 11.82%
Jubilant Ingrevia Ltd · 10.28%
Venkys (India) Ltd · 10.20%
Top Sectors
—
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
Fixed Fee
2.40% / yr
1.20% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%