Fund Snapshot
| Parameter | Details |
| PMS Provider Name | Estee Advisors Private Limited |
| Strategy & Product Name | Equity (Equity) |
| Benchmark | BSE 500 TRI |
| Date Of Inception | 01/09/2018 |
| Fund Age | 7.9 Years |
| Minimum Investment Amount | ₹5,000,000 |
| Fixed Fees Structure | AMC Charge: 0% to 20% |
| Variable Fees Structure | AMC: 0% to 15% | Hurdle: 0% to 15% | Profit Sharing: 35% to 50% |
| Exit Load | 1st Year: 0% | 2nd Year: 0% | Third Year: 0% |
| Assets Under Management (AUM) | ₹57.61 CR |
Fund Purpose
The primary objective of the Long Alpha strategy is to systematically invest in the Indian equity segment to generate superior, risk-adjusted long-term capital appreciation. Operating as an quantitatively driven long-only strategy, the fund aims to identify fundamentally sound businesses across the multi-cap landscape, extracting persistent active alpha from the market while utilizing automated risk management frameworks to insulate the portfolio against severe market drawdowns.
Fund Philosophy
Systematic and Rule-Based Capital Deployment
The strategy replaces emotional or discretionary human biases with a highly structured, quantitative investment engine, ensuring that all stock entry and exit parameters are executed purely on data-driven statistical signals.
Multi-Factor Fundamental Alpha Models
Stock filtering utilizes complex mathematical multi-factor models that simultaneously screen the BSE 500 universe for companies exhibiting optimal combinations of price momentum, balance sheet quality, and high earnings stability.
Unrestricted Multi-Cap Growth Targeting
The strategy retains complete, agile flexibility across large, mid, and small-cap segments, dynamically shifting asset weights toward factors that show the strongest statistical probability of outperforming the broader market.
Tight Automated Portfolio Risk Limits
To protect investor capital from single-stock or sector specific shocks, the investment process applies rigid automated concentration boundaries, ensuring the portfolio stays heavily diversified across uncorrelated industrial sectors.
Absolute Performance Alignment Structure
The investment architecture offers aggressive performance-linked options, setting profit-sharing thresholds that align the management team's incentives directly with delivering meaningful net outperformance for clients.
Listen to expert conversations and investment insights anytime on Spotify.
Track how the fund has performed against its benchmark over time through a comparative line graph analysis.
Lomg Alpha
Benchmark: BSE 500 TRI
Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.
Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.
Estee Advisors Private Limited
| AUM(Cr.) | 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | Ince. | |
| Performance | ₹54.28 | 2.12 | 1.82 | 3.24 | 0.58 | -4.77 | 15.63 | 17.97 | 14.14 | 17.44 |
| Benchmark | NA | 2.19 | 3.78 | 1.99 | 2.98 | 0.42 | 11.90 | 13.25 | 12.35 | 12.54 |
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Aniket Batra
Aniket Batra is a senior investment professional and Co-Fund Manager at Estee Advisors Private Limited, where he oversees quantitative execution and factor-based equity strategies, including the Long Alpha portfolio. Backed by extensive expertise in financial data modeling, algorithmic strategy development, and systematic portfolio construction, Aniket plays a key role in translating quantitative research into scalable trading systems. He holds an engineering background paired with advanced quantitative finance specializations, allowing him to systematically audit balance sheet health, price momentum vectors, and transactional liquidity constraints. His management style relies entirely on hard data analytics, keeping discretionary asset allocations strictly aligned with rule-based risk-return parameters.
Get In Touch With
Our Investment Experts
Our experts will understand your goals, map the right strategy across AIFs, PMS, Mutual Funds and Wealth Solutions, and guide you through every step.
Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
In strict compliance with the statutory regulations laid down by SEBI for all Portfolio Management Services (PMS) operating in India, the minimum investment amount required to subscribe to the Long Alpha strategy is ₹5,000,000 (₹50 Lakhs).
The Long Alpha portfolio offers a wide range of customized onboarding slabs. The fixed AMC can range from 0% to 20%, while the performance-linked model ranges from a 0% to 15% fixed base coupled with a 35% to 50% profit-sharing split above negotiated hurdle rates.
The Long Alpha investment approach features an exceptionally student-friendly liquidity policy, imposing a 0% exit load across the first, second, and third years. This allows investors to redeem capital or rebalance positions without facing early exit penalties.
The Long Alpha strategy operates as a quant-fundamental fund. Rather than relying on traditional human stock-picking, it uses automated, rule-based quantitative models to process fundamental data and build an optimized portfolio across the equity segment.
The BSE 500 Total Returns Index (TRI) tracks the performance of India's top 500 companies across all market caps including dividend payouts. Since the Long Alpha strategy scans the entire multi-cap horizon for data-driven factors, this broad index acts as the perfect benchmark to track its relative alpha.