Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
3.65%
20.32%
1 Year
3.23%
29.93%
3 Years
14.74%
—
5 Years
14.10%
—
Since Inception
17.53%
15.24%
Fund Age
7 yrs 11 mo
1 yr 9 mo
AUM
₹54.28 Cr
₹3.17 Cr
Alpha – 1 Year
−1.49%
25.21%
Alpha – 3 Years
2.65%
—
Information Ratio – 3 Years
0.42
—
Volatility – 1 Year
16.98%
24.54%
Volatility – 3 Years
19.62%
—
Beta – 1 Year
0.94
1.19
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
-0.05
0.97
Sharpe Ratio – 3 Years
0.58
—
Worst Rolling Year
16.92%
—
Value at Worst Rolling Year
₹1.17 Cr
—
Deepest Drawdown
−25.33%
−12.48%
Recovery Period
Not yet recovered
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
—
L 28% · M 19% · S 50%
Number of Stocks
—
36
Portfolio P/E
—
71.00
Top 5 Holdings
—
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.40% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –