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Estee - Long Alpha
Estee - Long Alpha

Estee - Long Alpha

  • Estee Advisors Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 29
    Out of 118*
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Portfolio age7 years, 3 months
2.81%
4.27%
Hurdle Rate**Nifty 50
Fixed fee2.40% 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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

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

bt_logoPORTFOLIO MANAGERS

Sandeep Tyagi
  • Manager Rank24 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM321.15
  • Highest Return In 1 Yr12.92%
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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Estee - Long Alpha
AUM (₹ Cr)
₹65.45 Cr
Hurdle Rate
Nifty 50
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
178 Out of 251
Fixed Fee
2.40% or 0%
Scheme Return
2.81%
Benchmark Return
4.27%
Estee - I Alpha
AUM (₹ Cr)
₹255.70 Cr
Hurdle Rate
RBI Repo
Benchmark
Crisil Composite Bond Fund Index
Category
Arbitrage
Category Rank
1 Out of 1
Fixed Fee
2.50% or 0%
Scheme Return
1.04%
Benchmark Return
0.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
65.45
(As on Oct, 2025)
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
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.40% or 0%
Variable Fee
1.50% or 0%
Hurdle Rate
Nifty 50
Profit Sharing
15% or 40% Performance fee over hurdle (Nifty 50)
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bt_logoINVESTMENT 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.

bt_logoCalculators

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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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Estee - Long Alpha
AUM (₹ Cr)
₹65.45 Cr
Hurdle Rate
Nifty 50
Benchmark
S&P BSE 500 TRI
Category Rank
178 Out of 251
Fixed Fee
2.40% or 0%
Scheme Return
2.81%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Estee Advisors Pvt Ltd
Estee Advisors Pvt Ltd manages assets worth Rs 321.15 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Arbitrage schemes.

AUM (₹ cr)

321.15 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Estee - Long Alpha
AUM (₹ Cr)
₹65.45 Cr
Hurdle Rate
Nifty 50
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
178 Out of 251
Fixed Fee
2.40% or 0%
Scheme Return
2.81%
Benchmark Return
4.27%
Estee - I Alpha
AUM (₹ Cr)
₹255.70 Cr
Hurdle Rate
RBI Repo
Benchmark
Crisil Composite Bond Fund Index
Category
Arbitrage
Category Rank
1 Out of 1
Fixed Fee
2.50% or 0%
Scheme Return
1.04%
Benchmark Return
0.68%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

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% or 0%.
What is the variable fee charged in Estee - Long Alpha ?
The variable fee charged in Estee - Long Alpha is 1.50% or 0%.
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.

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