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) |
---|---|---|---|
1.73% | 0.66 | 8.29% | 63.72% |
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 | -2.01% | 18.10% | 35.53% | 78.52% | 33.04% | 31.89% | 33.30% | - | 25.25% |
Nifty 50 TRI | 1.66% | 11.93% | 18.85% | 39.48% | 19.81% | 19.47% | 19.00% | - | 14.91% |
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 6M | - | Nifty 50 TRI | 25.25% | - | 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 | 11.69% | -11.95% | 63.72% | -0.26% | 0.55 | 8.29% | -1.54 | 7.79% | 0.55 | 54.42 % |
Nifty 500 | 7.56% | -5.83% | 1.73% | 0.66 | 8.27% | 0.63 | 53.49 % | |||
Nifty Midcap 100 | -8.76% | 9.32% | 0.56% | 1.08 | 7.45% | 0.49 | 50.70 % | |||
Nifty Smallcap 100 | -13.69% | 16.95% | 3.26% | 0.65 | 13.29% | 0.72 | 53.02 % |
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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#Returns as of 29 Feb 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 23.