Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Pace - Flexi
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Pace - Flexi
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%
0.57%
6 Months
3.65%
3.80%
1 Year
3.23%
20.95%
3 Years
14.74%
16.43%
5 Years
14.10%
15.76%
Since Inception
17.53%
14.79%
Fund Age
7 yrs 11 mo
5 yrs 8 mo
AUM
₹54.28 Cr
₹116.87 Cr
Alpha – 1 Year
−1.49%
13.41%
Alpha – 3 Years
2.65%
5.18%
Information Ratio – 3 Years
0.42
0.32
Volatility – 1 Year
16.98%
9.08%
Volatility – 3 Years
19.62%
12.28%
Beta – 1 Year
0.94
0.54
Beta – 3 Years
1.15
0.90
Sharpe Ratio – 1 Year
-0.05
1.56
Sharpe Ratio – 3 Years
0.58
0.88
Worst Rolling Year
16.92%
10.68%
Value at Worst Rolling Year
₹1.17 Cr
₹1.11 Cr
Deepest Drawdown
−25.33%
−18.39%
Recovery Period
Not yet recovered
200 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
16.68%
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%
2% / 0% / 0%