Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs NARNOLIA MULTI-ASSET STRATEGY
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Estee Advisors - Long Alpha
NARNOLIA MULTI-ASSET STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.02%
1.00%
6 Months
3.65%
7.03%
1 Year
3.23%
8.97%
3 Years
14.74%
12.56%
5 Years
14.10%
10.89%
Since Inception
17.53%
15.48%
Fund Age
7 yrs 11 mo
7 yrs
AUM
₹54.28 Cr
₹3.36 Cr
Alpha – 1 Year
−1.49%
9.32%
Alpha – 3 Years
2.65%
3.56%
Information Ratio – 3 Years
0.42
0.54
Volatility – 1 Year
16.98%
8.58%
Volatility – 3 Years
19.62%
12.10%
Beta – 1 Year
0.94
0.48
Beta – 3 Years
1.15
0.78
Sharpe Ratio – 1 Year
-0.05
0.43
Sharpe Ratio – 3 Years
0.58
0.61
Worst Rolling Year
16.92%
9.53%
Value at Worst Rolling Year
₹1.17 Cr
₹1.10 Cr
Deepest Drawdown
−25.33%
−17.45%
Recovery Period
Not yet recovered
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
16.23%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
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%