Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.02%
−2.26%
6 Months
3.65%
9.35%
1 Year
3.23%
10.43%
3 Years
14.74%
15.16%
5 Years
14.10%
—
Since Inception
17.53%
21.24%
Fund Age
7 yrs 11 mo
4 yrs 11 mo
AUM
₹54.28 Cr
₹16.88 Cr
Alpha – 1 Year
−1.49%
8.57%
Alpha – 3 Years
2.65%
3.08%
Information Ratio – 3 Years
0.42
0.34
Volatility – 1 Year
16.98%
33.08%
Volatility – 3 Years
19.62%
27.65%
Beta – 1 Year
0.94
1.54
Beta – 3 Years
1.15
1.38
Sharpe Ratio – 1 Year
-0.05
0.28
Sharpe Ratio – 3 Years
0.58
0.51
Worst Rolling Year
16.92%
12.88%
Value at Worst Rolling Year
₹1.17 Cr
₹1.13 Cr
Deepest Drawdown
−25.33%
−32.66%
Recovery Period
Not yet recovered
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
24.61%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
Top 5 Holdings
—
Amagi Media Labs Ltd · 11.48%
Indian Energy Exchange Ltd · 10.38%
Precision Camshafts Ltd · 9.51%
Hitachi Energy India Ltd · 8.21%
Go Fashion (India) Ltd · 7.88%
Top Sectors
—
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.40% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%