Affluense AI AFFLUENSE

Long Alpha

Estee Advisors Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 September 2018
Min. Investment
₹50,00,000
AUM (Cr.)
₹61.89
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

This investment strategy employs a systematic, quantitative approach guided by predefined rules. Its objective is to eliminate subjective decision-making from the trading process.

Investment Objective

To achieve superior returns relative to the benchmark equity index, coupled with a stable risk profile.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.23% -0.24% 0.47%
3 MONTHS 1.26% 5.02% -3.76%
6 MONTHS -2.58% 1.63% -4.21%
1 YEAR -1.75% 7.31% -9.06%
2 YEAR 10.05% 11.48% -1.43%
3 YEAR 23.77% 16.29% 7.48%
5 YEAR 22.82% 16.75% 6.07%
SINCE INCEPTION 20.31% 13.77% 6.54%

Calendar Year Performance

Year Return
CY 2025 -1.75%
CY 2024 23.24%
CY 2023 56.52%
CY 2022 -3.47%
CY 2021 55.85%
CY 2020 45.15%
CY 2019 9.69%
CY 2018 -10.70%

Financial Year Performance

Year Return
FY 26_YTD 13.90%
FY 25 0.63%
FY 24 75.04%
FY 23 -5.15%
FY 22 31.32%
FY 21 81.83%
FY 20 3.89%
FY 19 -13.41%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Sandeep Tyagi

Chairman, Managing Director

Mr. Sandeep Tyagi holds the positions of Chairman and Managing Director at Estee Advisors. He is a graduate of IIT Delhi with a B. Tech degree and possesses an MBA from Columbia Business School. In his role, he spearheads the company's strategic vision, cultivates a high-performance environment, and designs effective investment methodologies. Before joining Estee Advisors, Mr. Tyagi served as the Chief Executive Officer of Inductis, a consulting and analytics firm he established in 2000. He actively participates in governance as a board member for the IIT Delhi Excellence Foundation and is a Charter Member of The Indus Entrepreneurs (TiE). Furthermore, he is a board member of the Young Presidents Organization (YPO), Delhi Chapter. His professional achievements have been recognized through various accolades, including the 40 under 40 award for New Jersey and the Distinguished Alumni Service Award from IIT Delhi.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
7 Yrs, 3 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.4%

Variable Fee

AMC: 1.5%

Hurdle: %

Profit Sharing: 15%

Exit Load

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)