Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.02%
2.31%
6 Months
3.65%
2.53%
1 Year
3.23%
6.47%
3 Years
14.74%
7.48%
5 Years
14.10%
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Since Inception
17.53%
8.12%
Fund Age
7 yrs 11 mo
3 yrs 3 mo
AUM
₹54.28 Cr
₹32.76 Cr
Alpha – 1 Year
−1.49%
−0.39%
Alpha – 3 Years
2.65%
−3.56%
Information Ratio – 3 Years
0.42
-0.35
Volatility – 1 Year
16.98%
5.60%
Volatility – 3 Years
19.62%
5.15%
Beta – 1 Year
0.94
0.43
Beta – 3 Years
1.15
0.49
Sharpe Ratio – 1 Year
-0.05
0.22
Sharpe Ratio – 3 Years
0.58
0.41
Worst Rolling Year
16.92%
6.82%
Value at Worst Rolling Year
₹1.17 Cr
₹1.07 Cr
Deepest Drawdown
−25.33%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
7.67%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
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Fixed Fee
2.40% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%