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.
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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 | 7.83% | 16.37% | 23.36% | 75.38% | 49.69% | 28.91% | 34.34% | - | 26.59% |
Nifty 50 TRI | 7.05% | 11.65% | 16.68% | 38.28% | 30.93% | 19.95% | 20.00% | - | 16.34% |
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 | 4Y 11M | 60 | Nifty 50 TRI | 26.59% | - | 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 | 15.41% | 32.21% | 64.32% | 47.62% | 0.87 | 15.30% | 4.73 | 13.44% | 0.94 | 55.95 % |
Nifty 500 | 7.95% | 29.15% | 37.10% | 1.08 | 12.26% | 0.94 | 54.63 % | |||
Nifty Midcap 100 | -9.17% | 25.34% | 16.17% | 1.00 | 8.65% | 0.58 | 51.10 % | |||
Nifty Smallcap 100 | -15.17% | 21.64% | 6.47% | 0.84 | 12.62% | 0.70 | 52.42 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
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Sector Allocation
Holding | % |
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Market Cap Allocation
Allocations | % |
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Large Cap | |
Mid Cap | |
Small Cap | |
Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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Disclaimer
#Returns as of 30 June 2024. 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.