Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Northern Arc Credit Opportunities Strategy
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Northern Arc Credit Opportunities Strategy
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%
1.23%
6 Months
3.65%
5.08%
1 Year
3.23%
12.24%
3 Years
14.74%
—
5 Years
14.10%
—
Since Inception
17.53%
11.71%
Fund Age
7 yrs 11 mo
2 yrs 7 mo
AUM
₹54.28 Cr
₹6.47 Cr
Alpha – 1 Year
−1.49%
2.34%
Alpha – 3 Years
2.65%
—
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
16.98%
1.78%
Volatility – 3 Years
19.62%
—
Beta – 1 Year
0.94
0.39
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
-0.05
3.43
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
—
1
Portfolio P/E
—
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Top 5 Holdings
—
MIDLAND MICROFIN LIMITED · 52.82%
Spandana Sphoorty Financial Limited · 29.77%
Indel Money Ltd. 11% DB REDEEM 07/10/2026 INR 100000 · 13.05%
Krazybee Services Private Limited · 4.36%
Top Sectors
—
Others · 13.05%
Fixed Fee
2.40% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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