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Estee - I Alpha
Estee - I Alpha

Estee - I Alpha

  • Estee Advisors Pvt Ltd
  • Arbitrage
  • Out of *
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PMS Bazaar
Portfolio age17 years
-0.25%
0.31%
Hurdle Rate**RBI Repo
Fixed fee2.50% or 0%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/08/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Sandeep Tyagi
  • Manager Rank Out of 0
    i
    Rank is based on 3-year return
  • Schemes Managed0
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-Infinity%
Profile

Sandeep Tyagi is the Chairman and Managing Director of Estee Advisors. He is a B. Tech from IIT Delhi and an MBA from Columbia Business School. He is responsible for setting the firm’s direction, sustaining a winning culture and developing profitable investment strategies. Prior to Estee, Mr. Tyagi was CEO of Inductis, a consulting and analytics firm that he founded in 2000. Mr. Tyagi is a board member of the IIT Delhi Excellence Foundation and a Charter Member of TiE. He is also a board member of the Young Presidents Organization (YPO), Delhi Chapter. He has received numerous awards including 40 under 40 for New Jersey and the Distinguished Alumni Service Award from IIT Delhi.

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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
251.35
(As on Aug, 2026)
Inception Date
Sep 24, 2009
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
2.50% or 0%
Variable Fee
1.00% or 0%
Hurdle Rate
RBI Repo
Profit Sharing
35% Performance fee over hurdle (RBI Repo rate)
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INVESTMENT PHILOSOPHY

Objective

To generate consistent alpha over the FD returns using market neutral arbitrage strategies in derivative products

Investment Approach

I-Alpha is Estee’s market neutral arbitrage product which aims to deliver consistent returns while maintaining nearly zero market exposure.

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Estee Advisors Pvt Ltd
Estee Advisors Pvt Ltd manages assets worth Rs 304.89 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

304.89 (As on Aug, 2026)

Number of Schemes

0
Schemes From This AMC
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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Estee - I Alpha?
The hurdle rate of Estee - I Alpha is RBI Repo.
What is the fixed fee charged in Estee - I Alpha ?
The fixed fee charged in Estee - I Alpha is 2.50% or 0%.
What is the variable fee charged in Estee - I Alpha ?
The variable fee charged in Estee - I Alpha is 1.00% or 0%.
What is the profit sharing in Estee - I Alpha ?
The profit sharing in Estee - I Alpha is 35% Performance fee over hurdle (RBI Repo rate).
What is the minimum investment in Estee - I Alpha ?
The minimum investment in Estee - I Alpha is ₹50 Lacs
What type of scheme is Estee - I Alpha?
Estee - I Alpha is an Debt scheme. It falls in the Arbitrage category.
What is the inception date of Estee - I Alpha?
The inception date of Estee - I Alpha is Sep 24, 2009.
What is the exit load of Estee - I Alpha?
Exit load is Nil if redeemed in 0-1 year, Nil if redeemed in > 1-2 years, Nil if redeemed in > 2-3 years, 0% thereafter.

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