Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
3.65%
2.17%
1 Year
3.23%
7.07%
3 Years
14.74%
15.12%
5 Years
14.10%
—
Since Inception
17.53%
19.80%
Fund Age
7 yrs 11 mo
7 yrs 3 mo
AUM
₹54.28 Cr
₹7.19 Cr
Alpha – 1 Year
−1.49%
7.50%
Alpha – 3 Years
2.65%
6.56%
Information Ratio – 3 Years
0.42
1.22
Volatility – 1 Year
16.98%
19.38%
Volatility – 3 Years
19.62%
16.31%
Beta – 1 Year
0.94
1.18
Beta – 3 Years
1.15
1.13
Sharpe Ratio – 1 Year
-0.05
0.17
Sharpe Ratio – 3 Years
0.58
0.62
Worst Rolling Year
16.92%
14.31%
Value at Worst Rolling Year
₹1.17 Cr
₹1.14 Cr
Deepest Drawdown
−25.33%
−17.66%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
Top 5 Holdings
—
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
2.40% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –