Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
THINQWISE INDIA LONG TERM FUND
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%
−0.86%
6 Months
3.65%
8.56%
1 Year
3.23%
5.56%
3 Years
14.74%
8.84%
5 Years
14.10%
—
Since Inception
17.53%
10.12%
Fund Age
7 yrs 11 mo
3 yrs 2 mo
AUM
₹54.28 Cr
₹45.94 Cr
Alpha – 1 Year
−1.49%
5.91%
Alpha – 3 Years
2.65%
−0.16%
Information Ratio – 3 Years
0.42
0.15
Volatility – 1 Year
16.98%
23.84%
Volatility – 3 Years
19.62%
20.02%
Beta – 1 Year
0.94
1.25
Beta – 3 Years
1.15
1.03
Sharpe Ratio – 1 Year
-0.05
0.12
Sharpe Ratio – 3 Years
0.58
0.26
Worst Rolling Year
16.92%
7.39%
Value at Worst Rolling Year
₹1.17 Cr
₹1.07 Cr
Deepest Drawdown
−25.33%
−26.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
9.37%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
—
—
Number of Stocks
—
14
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.40% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%