Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
ValueQuest - Growth
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%
1.42%
6 Months
3.65%
31.94%
1 Year
3.23%
21.84%
3 Years
14.74%
17.21%
5 Years
14.10%
16.75%
Since Inception
17.53%
18.18%
Fund Age
7 yrs 11 mo
13 yrs 5 mo
AUM
₹54.28 Cr
₹2,035.08 Cr
Alpha – 1 Year
−1.49%
18.86%
Alpha – 3 Years
2.65%
5.32%
Information Ratio – 3 Years
0.42
0.50
Volatility – 1 Year
16.98%
24.29%
Volatility – 3 Years
19.62%
19.24%
Beta – 1 Year
0.94
1.15
Beta – 3 Years
1.15
1.04
Sharpe Ratio – 1 Year
-0.05
0.70
Sharpe Ratio – 3 Years
0.58
0.65
Worst Rolling Year
16.92%
-15.08%
Value at Worst Rolling Year
₹1.17 Cr
₹0.85 Cr
Deepest Drawdown
−25.33%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
29.71%
25.54%
5-Year Rolling Windows Positive
100.00%
96.08%
Market-Cap Mix
—
L 23% · M 1% · S 69%
Number of Stocks
—
24
Portfolio P/E
—
—
Top 5 Holdings
—
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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%
1% / 1% / 1%