Estee Advisors Long Only Equities PMS


Key Portfolio Attributes

Inception Date: 01st October, 2009

Portfolio Manager’s Name: Estee Advisors Private Limited

Investment Objective

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.

Investment Strategy

Estee Advisors Long Only Equities PMS takes data from the market as input and identifies investible businesses from S&P BSE 500 universe using a combination of technical and fundamental factors based on which the position is built in the top ranked stocks. The capital is always invested in the equity portfolio optimized for risk rated returns. This product has equity index (e.g., Nifty50) kind of risk with a much superior expectation of returns.

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 Alpha9.82%31.47%44.34%78.05%29.51%36.39%32.86%-26.16%
Nifty 50 TRI1.92%17.88%16.20%33.43%16.46%21.88%18.50%-14.80%

QRC Report Card *




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

imageBook a call with our PMS AIF Specialists

Disclaimer

#Returns as of 31 Jan 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.


Do Not Simply Invest, Make Informed Decisions

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