Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
MoneyGrow Asset-Large Midcap
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%
1.12%
6 Months
3.65%
9.15%
1 Year
3.23%
11.50%
3 Years
14.74%
15.21%
5 Years
14.10%
—
Since Inception
17.53%
17.99%
Fund Age
7 yrs 11 mo
3 yrs 4 mo
AUM
₹54.28 Cr
₹113.51 Cr
Alpha – 1 Year
−1.49%
11.85%
Alpha – 3 Years
2.65%
6.21%
Information Ratio – 3 Years
0.42
0.97
Volatility – 1 Year
16.98%
21.57%
Volatility – 3 Years
19.62%
16.25%
Beta – 1 Year
0.94
1.26
Beta – 3 Years
1.15
1.09
Sharpe Ratio – 1 Year
-0.05
0.37
Sharpe Ratio – 3 Years
0.58
0.63
Worst Rolling Year
16.92%
14.24%
Value at Worst Rolling Year
₹1.17 Cr
₹1.14 Cr
Deepest Drawdown
−25.33%
−19.23%
Recovery Period
Not yet recovered
79 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
15.47%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 33% · M 28% · S 38%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
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%
3% / 2% / 1%