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) |
|---|---|---|---|
| -3.13% | 0.46 | 7.35% | 64.15% |
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 | -2.2% | -7.6% | -4.1% | -1.1% | 13.5% | 25.4% | - | - | 15.8% |
| -2.0% | -7.8% | -2.6% | 3.0% | 9.1% | 15.6% | - | - | 9.3% |
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 | 3Y 6M | 23.85 | 15.8% | - | 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 | -3.09% | -1.77% | 64.15% | -4.86% | 0.36 | 7.35% | 0.08 | 8.53% | 0.59 | 54.72 % |
| Nifty 500 | -3.30% | 0.17% | -3.13% | 0.46 | 8.59% | 0.65 | 52.83 % | |||
| Nifty Midcap 100 | -7.56% | 5.87% | -1.69% | 0.70 | 8.01% | 0.53 | 50.94 % | |||
| Nifty Smallcap 100 | 2.64% | -6.3% | -3.66% | 0.44 | 13.52% | 0.73 | 52.83 % | |||
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 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 22.
