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Estee - I Alpha
Estee - I Alpha

Estee - I Alpha

  • Estee Advisors Pvt Ltd
  • ARBITRAGE
  • 1
    Out of 1*
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PMS Bazaar
Portfolio age15 years, 10 months
0.94%
-0.44%
Hurdle Rate**RBI Repo
Fixed fee2.50% or 0%
Min. Investment50 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 30/06/2025)
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 Rank1 Out of 1
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr14.41%
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
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nifty 50
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
64 Out of 250
Fixed Fee
2.40% or 0%
AUM (₹ Cr)
₹235.00 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%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹235.00 Cr
Hurdle Rate
RBI Repo
Benchmark
Crisil Composite Bond Fund Index
Category Rank
1 Out of 1
Fixed Fee
2.50% or 0%
*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 298.02 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Arbitrage schemes.

AUM (₹ cr)

298.02 (As on Jun, 2025)

Number of Schemes

2
Schemes From This AMC
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Nifty 50
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
64 Out of 250
Fixed Fee
2.40% or 0%
AUM (₹ Cr)
₹235.00 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%
*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 - 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.