Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Spark - Flexicap
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%
−0.91%
6 Months
3.65%
−6.35%
1 Year
3.23%
3.05%
3 Years
14.74%
10.74%
5 Years
14.10%
13.00%
Since Inception
17.53%
14.74%
Fund Age
7 yrs 11 mo
7 yrs 8 mo
AUM
₹54.28 Cr
₹460.92 Cr
Alpha – 1 Year
−1.49%
3.40%
Alpha – 3 Years
2.65%
1.74%
Information Ratio – 3 Years
0.42
0.33
Volatility – 1 Year
16.98%
15.87%
Volatility – 3 Years
19.62%
14.99%
Beta – 1 Year
0.94
0.95
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
-0.05
-0.07
Sharpe Ratio – 3 Years
0.58
0.41
Worst Rolling Year
16.92%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−25.33%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
29.71%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
—
—
Fixed Fee
2.40% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%