Long Only Equities PMS is a directional strategy that aims to consistently outperform the benchmark equity index while maintaining low volatility. It is a quantitatively managed fund that implements a systematic rule-based trading model to remove human subjectivity.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 37.10% | 1.08 | 15.30% | 64.32% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Estee Advisors Long Alpha | -9.69% | -17.76% | -25.45% | -6.85% | 28.98% | 18.13% | 26.76% | - | 19.67% |
| Nifty 50 TRI | -7.74% | -12.30% | -16.19% | -0.48% | 17.82% | 12.62% | 17.91% | - | 12.39% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Estee Advisors Long Alpha | Multi Cap | Estee Advisors | 01 September 2019 | 5Y 7M | 58.4 | Nifty 50 TRI | 19.67% | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 12.70% | 34.92% | 64.32% | 47.62% | 0.87 | 15.30% | 4.73 | 13.44% | 0.94 | 55.95 % |
| Nifty 500 | 8.12% | 28.98% | 37.10% | 1.08 | 12.26% | 0.94 | 54.63 % | |||
| Nifty Midcap 100 | -1.03% | 17.2% | 16.17% | 1.00 | 8.65% | 0.58 | 51.10 % | |||
| Nifty Smallcap 100 | -0.75% | 7.22% | 6.47% | 0.84 | 12.62% | 0.70 | 52.42 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 28 Feb 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 24.
