Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
MOAT - Emerging Moat
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%
2.64%
6 Months
3.65%
5.29%
1 Year
3.23%
2.64%
3 Years
14.74%
8.64%
5 Years
14.10%
—
Since Inception
17.53%
12.31%
Fund Age
7 yrs 11 mo
3 yrs 11 mo
AUM
₹54.28 Cr
₹56.94 Cr
Alpha – 1 Year
−1.49%
−2.08%
Alpha – 3 Years
2.65%
−3.45%
Information Ratio – 3 Years
0.42
-0.33
Volatility – 1 Year
16.98%
19.56%
Volatility – 3 Years
19.62%
17.76%
Beta – 1 Year
0.94
1.08
Beta – 3 Years
1.15
1.07
Sharpe Ratio – 1 Year
-0.05
-0.05
Sharpe Ratio – 3 Years
0.58
0.31
Worst Rolling Year
16.92%
8.64%
Value at Worst Rolling Year
₹1.17 Cr
₹1.09 Cr
Deepest Drawdown
−25.33%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
14.83%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
—
—
Fixed Fee
2.40% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%