Estee - Long Alpha

Estee Advisors Pvt Ltd
Multi Cap AND Flexi Cap

Out of *
Compare
Share

Portfolio age8 years, 1 month

2.02%

-0.09%

Hurdle Rate**NIFTY 50

Fixed fee2.40%

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.

Other Schemes

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

FUND SUMMARY

AUM (₹ Cr)

53.53

(As on Aug, 2026)

Inception Date

Sep 01, 2018

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

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.40%

Variable Fee

1.50%

Hurdle Rate

NIFTY 50

Profit Sharing

15% or 40% Performance fee over hurdle (Nifty 50)

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INVESTMENT PHILOSOPHY

Objective

To consistently outperform the benchmark equity index while maintaining low volatility

Investment Approach

It is a quantitatively managed strategy that implements a systematic rule-based trading model to remove human subjectivity.

Calculators

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PEER ANALYSIS

1m 3m 6m 1y 3y 5y

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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

Schemes From This AMC

1m 3m 6m 1y 3y 5y

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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 - Long Alpha?

The hurdle rate of Estee - Long Alpha is NIFTY 50.

What is the fixed fee charged in Estee - Long Alpha ?

The fixed fee charged in Estee - Long Alpha is 2.40%.

What is the variable fee charged in Estee - Long Alpha ?

The variable fee charged in Estee - Long Alpha is 1.50%.

What is the profit sharing in Estee - Long Alpha ?

The profit sharing in Estee - Long Alpha is 15% or 40% Performance fee over hurdle (Nifty 50).

What is the minimum investment in Estee - Long Alpha ?

The minimum investment in Estee - Long Alpha is ₹50 Lacs

What type of scheme is Estee - Long Alpha?

Estee - Long Alpha is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Estee - Long Alpha?

The inception date of Estee - Long Alpha is Sep 01, 2018.

What is the exit load of Estee - Long 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.