Affluense AI AFFLUENSE

I Alpha

Estee Advisors Pvt Ltd
PMS Arbitrage
Benchmark
Crisil Composite Bond Fund Index
Inception Date
24 September 2009
Min. Investment
₹50,00,000
AUM (Cr.)
₹257.00
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Estee's I-Alpha is a market-neutral arbitrage strategy designed to generate steady returns with minimal correlation to broader market movements.

Investment Objective

To achieve persistent outperformance relative to fixed deposit yields through the deployment of market-neutral arbitrage strategies within the derivative product segment.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.80% 0.23% 0.57%
3 MONTHS 2.51% 1.30% 1.21%
6 MONTHS 5.03% 2.00% 3.03%
1 YEAR 12.03% 6.84% 5.19%
2 YEAR 13.59% 7.86% 5.73%
3 YEAR 12.40% 7.67% 4.73%
5 YEAR 10.13% 5.77% 4.36%
SINCE INCEPTION 11.76% 7.64% 4.12%

Calendar Year Performance

Year Return
CY 2009 1.94%
CY 2025 12.03%
CY 2024 15.17%
CY 2023 12.50%
CY 2022 7.72%
CY 2021 6.88%
CY 2020 10.60%
CY 2019 11.41%
CY 2018 9.83%
CY 2017 11.94%
CY 2016 10.78%
CY 2015 13.02%
CY 2014 13.48%
CY 2013 14.05%
CY 2012 13.81%
CY 2011 17.61%
CY 2010 10.27%

Financial Year Performance

Year Return
FY 26_YTD 8.31%
FY 25 15.03%
FY 24 13.04%
FY 23 7.25%
FY 22 6.23%
FY 21 9.17%
FY 20 12.76%
FY 19 9.10%
FY 18 11.64%
FY 17 11.07%
FY 16 12.29%
FY 15 13.85%
FY 14 13.95%
FY 13 13.51%
FY 12 17.09%
FY 11 11.52%
FY 10 4.86%

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
16 Yrs, 3 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1%

Hurdle: %

Profit Sharing: 35%

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)