Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Money Life - Mas Prime
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Money Life - Mas Prime
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.02%
6.82%
6 Months
3.65%
25.39%
1 Year
3.23%
17.69%
3 Years
14.74%
21.57%
5 Years
14.10%
14.87%
Since Inception
17.53%
17.17%
Fund Age
7 yrs 11 mo
6 yrs 10 mo
AUM
₹54.28 Cr
₹119.43 Cr
Alpha – 1 Year
−1.49%
18.04%
Alpha – 3 Years
2.65%
12.57%
Information Ratio – 3 Years
0.42
0.68
Volatility – 1 Year
16.98%
26.38%
Volatility – 3 Years
19.62%
21.61%
Beta – 1 Year
0.94
0.88
Beta – 3 Years
1.15
0.85
Sharpe Ratio – 1 Year
-0.05
0.54
Sharpe Ratio – 3 Years
0.58
0.77
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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.40% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%