Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs MoneyBee-QUEENBEE
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
MoneyBee-QUEENBEE
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%
1.65%
6 Months
3.65%
18.05%
1 Year
3.23%
−2.50%
3 Years
14.74%
11.39%
5 Years
14.10%
20.90%
Since Inception
17.53%
19.45%
Fund Age
7 yrs 11 mo
19 yrs 2 mo
AUM
₹54.28 Cr
₹108.27 Cr
Alpha – 1 Year
−1.49%
−6.26%
Alpha – 3 Years
2.65%
0.49%
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
16.98%
31.36%
Volatility – 3 Years
19.62%
—
Beta – 1 Year
0.94
1.61
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
-0.05
-0.11
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
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Deep Industries Ltd · 24.32%
K.P. Energy Ltd · 14.58%
Suyog Telematics Ltd · 6.69%
Tejas Networks Ltd · 6.15%
Kilburn Engineering Ltd · 5.22%
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%