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) |
|---|---|---|---|
| 0.00% | 1.17 | 17.78% | 65.17% |
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 Pvt Ltd Long Alpha | -10.35% | -11.48% | -10.41% | 0.22% | 0.07% | 19.66% | 15.58% | - | 16.33% |
| S&P BSE 500 TRI | -11.37% | -13.94% | -9.62% | -3.12% | 1.32% | 12.89% | 11.75% | - | 11.11% |
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 Pvt Ltd Long Alpha | Multi Cap & Flexi Cap | Mr. Sandeep Tyagi | 01 September 2018 | 7Y 7M | - | S&P BSE 500 TRI | 16.33% | - | 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 | 0.82% | -1.58% | 65.17% | -0.76% | 1.24 | 17.78% | 0.19 | 10.34% | 0.76 | 60.67 % |
| Nifty 500 | -0.08% | 0.08% | 0.00% | 1.17 | 8.97% | 0.74 | 59.55 % | |||
| Nifty Midcap 100 | -7.05% | 5.21% | -1.84% | 0.90 | 4.29% | 0.33 | 52.81 % | |||
| Nifty Smallcap 100 | 2.39% | 4.74% | 7.13% | 0.74 | 7.72% | 0.47 | 52.81 % | |||
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 31st March 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Jan 26.
