Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs Vallum India Discovery
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
Vallum India Discovery
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%
8.27%
6 Months
3.65%
25.28%
1 Year
3.23%
14.17%
3 Years
14.74%
11.84%
5 Years
14.10%
13.19%
Since Inception
17.53%
20.72%
Fund Age
7 yrs 11 mo
5 yrs 11 mo
AUM
₹54.28 Cr
₹1,246.45 Cr
Alpha – 1 Year
−1.49%
9.45%
Alpha – 3 Years
2.65%
−0.25%
Information Ratio – 3 Years
0.42
0.04
Volatility – 1 Year
16.98%
23.38%
Volatility – 3 Years
19.62%
20.74%
Beta – 1 Year
0.94
1.12
Beta – 3 Years
1.15
1.17
Sharpe Ratio – 1 Year
-0.05
0.45
Sharpe Ratio – 3 Years
0.58
0.42
Worst Rolling Year
16.92%
8.63%
Value at Worst Rolling Year
₹1.17 Cr
₹1.09 Cr
Deepest Drawdown
−25.33%
−32.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
29.71%
19.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.40% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0.5% / 0%