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Understand your portfolio’s performance with key 3- and 5-year risk-return metrics — from volatility (standard deviation, tracking error) to risk-adjusted returns (Sharpe Ratio, Information Ratio) — and see how efficiently it generates returns for the risk taken.
See each holding’s risk and return contribution and how diversification impacts overall portfolio risk. Get a clear view of your true exposure, down to the underlying securities—not just the fund level.
View your portfolio through a multi-dimensional lens:
Asset Allocation – Equity, debt, cash, and more
Equity Style – Large/mid/small cap, growth vs. value
Sector Exposure – Cyclical, sensitive, and defensive sectors
Track your portfolio’s performance over time vs. benchmarks and get a clear view of how your holdings shape its long-term trajectory.
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ESTEE ADVISORS PRIVATE LIMITED • SEBI Registration No: INA000016463 | CIN: U65990GJ2019FTC115697 5th Floor, Tower A, PO5-01A, PO5-01B, PO5-01C, Gift City Complex, Block 51, Zone-5, Road 5E, Gift City, Gandhinagar, Gandhinagar, Gujarat, 382355
Estee Advisors Private Ltd. is one of the leading names in the quant-based investment management and execution service provider.
Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The securities quoted are for illustration only and are not recommendatory.