Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Prosperity - Discovery Fund
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%
4.17%
6 Months
3.65%
20.15%
1 Year
3.23%
7.22%
3 Years
14.74%
9.88%
5 Years
14.10%
10.18%
Since Inception
17.53%
17.47%
Fund Age
7 yrs 11 mo
5 yrs 8 mo
AUM
₹54.28 Cr
₹112.12 Cr
Alpha – 1 Year
−1.49%
2.50%
Alpha – 3 Years
2.65%
−2.21%
Information Ratio – 3 Years
0.42
-0.17
Volatility – 1 Year
16.98%
30.34%
Volatility – 3 Years
19.62%
23.32%
Beta – 1 Year
0.94
1.54
Beta – 3 Years
1.15
1.29
Sharpe Ratio – 1 Year
-0.05
0.19
Sharpe Ratio – 3 Years
0.58
0.29
Worst Rolling Year
16.92%
8.52%
Value at Worst Rolling Year
₹1.17 Cr
₹1.09 Cr
Deepest Drawdown
−25.33%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
18.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
M 39% · S 59%
Number of Stocks
—
28
Portfolio P/E
—
38.78
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.40% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%