Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.02%
8.45%
6 Months
3.65%
29.49%
1 Year
3.23%
37.09%
3 Years
14.74%
18.49%
5 Years
14.10%
12.39%
Since Inception
17.53%
18.64%
Fund Age
7 yrs 11 mo
10 yrs 3 mo
AUM
₹54.28 Cr
₹1,760.35 Cr
Alpha – 1 Year
−1.49%
32.37%
Alpha – 3 Years
2.65%
6.40%
Information Ratio – 3 Years
0.42
0.52
Volatility – 1 Year
16.98%
25.02%
Volatility – 3 Years
19.62%
18.27%
Beta – 1 Year
0.94
1.22
Beta – 3 Years
1.15
0.89
Sharpe Ratio – 1 Year
-0.05
1.18
Sharpe Ratio – 3 Years
0.58
0.74
Worst Rolling Year
16.92%
-0.28%
Value at Worst Rolling Year
₹1.17 Cr
₹1.00 Cr
Deepest Drawdown
−25.33%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
29.71%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 11% · S 71%
Number of Stocks
—
13
Portfolio P/E
—
41.36
Top 5 Holdings
—
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.40% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%