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 | 4.32% | 16.78% | 31.40% | 26.17% | 13.41% | 29.68% | - | - | 20.50% |
| Nifty 50 TRI | -0.61% | 7.74% | 17.35% | 11.35% | 9.15% | 23.31% | 0.00% | - | 12.56% |
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 0M | - | Nifty 50 TRI | 20.50% | - | 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 | 3.17% | -3.43% | 63.72% | -0.26% | 0.55 | 8.29% | -1.54 | 7.79% | 0.55 | 54.42 % |
| Nifty 500 | 1.79% | -0.06% | 1.73% | 0.66 | 8.27% | 0.63 | 53.49 % | |||
| Nifty Midcap 100 | -8.95% | 9.51% | 0.56% | 1.08 | 7.45% | 0.49 | 50.70 % | |||
| Nifty Smallcap 100 | -4.20% | 7.46% | 3.26% | 0.65 | 13.29% | 0.72 | 53.02 % | |||
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 31 August 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 Mar 23.
