PMS · Equity · Multi Cap
Estee Advisors - Long Alpha
Fund size₹54 Cr
Alpha (3Y)2.97%
3Y return14.74%
Fund age7 yrs 11 mo
Fund Manager
Growth of₹Cr
Estee Advisors Long Alpha
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Estee Advisors Long Alpha | 2.36% | 3.23% | −4.19% | 14.74% | 14.10% | 17.53% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.90% | 12.38% |
| Excess over benchmark | 3.38% | −1.49% | −4.08% | 2.65% | 3.20% | 5.15% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
19.62%
Benchmark approx 14.87%
A standard deviation reflecting historical swings.
Sensitivity
1.15
Beta vs benchmark 1.00 · 15% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.58
Sharpe
Excess return gained per unit of volatility.
Capture ratio
119 / 108
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −25.33% from its 30 Oct 2024 peak to a 28 Feb 2025 trough. It has not yet recovered.
Max drawdowns
−25.33%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Oct 2024 | 28 Feb 2025 | −25.33% | 121 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak30 Oct 2024
Trough28 Feb 2025
Depth−25.33%
Fell over121 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 6.00% gross return.
FixedPlan A · SimpleFixed Management Fee2.40% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.50% / yr
Performance Fee15% of profit
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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