Portfolio Management Services (PMS)Compare Schemes
Estee Advisors - Long Alpha vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Estee Advisors - Long Alpha
ValueQuest - Platinum
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%
2.62%
6 Months
3.65%
20.31%
1 Year
3.23%
5.50%
3 Years
14.74%
14.22%
5 Years
14.10%
16.13%
Since Inception
17.53%
18.70%
Fund Age
7 yrs 11 mo
9 yrs 8 mo
AUM
₹54.28 Cr
₹3,491.64 Cr
Alpha – 1 Year
−1.49%
2.52%
Alpha – 3 Years
2.65%
2.33%
Information Ratio – 3 Years
0.42
0.19
Volatility – 1 Year
16.98%
25.24%
Volatility – 3 Years
19.62%
21.26%
Beta – 1 Year
0.94
1.29
Beta – 3 Years
1.15
1.17
Sharpe Ratio – 1 Year
-0.05
0.11
Sharpe Ratio – 3 Years
0.58
0.48
Worst Rolling Year
16.92%
-9.34%
Value at Worst Rolling Year
₹1.17 Cr
₹0.91 Cr
Deepest Drawdown
−25.33%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
29.71%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 23% · M 15% · S 57%
Number of Stocks
—
30
Portfolio P/E
—
—
Top 5 Holdings
—
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics 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%