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

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

Investment Objective

To consistently outperform the benchmark equity index while maintaining low volatility

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

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.

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

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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