I Alpha PMS by Estee Advisors: Returns, AUM & Details
Estee Advisors Private Limited • Debt
I Alpha is a debt portfolio management service (PMS) strategy run by Estee Advisors Private Limited, launched on 24 Sep 2009. It manages ₹256 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +8.60% over 1 year, +10.83% over 3 years and +9.07% over 5 years (+10.53% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹256 Cr
3-year return
+10.83%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹255.79 Cr
Benchmark Index
CRISIL Composite Bond Fund Index
Inception Date
24/09/2009
Trailing Returns
Trailing returns
Period
Return
1 Month
+1.52%
3 Months
+4.26%
1 Year
+8.60%
3 Years
+10.83%
5 Years
+9.07%
Since Inception
+10.53%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
I Alpha has a 1-year return of +8.60%, a 3-year return of +10.83%, a 5-year return of +9.07% and +10.53% since inception. Past performance is not indicative of future results.
What is the AUM of I Alpha?
I Alpha manages ₹256 Cr of client assets.
What is the minimum investment for I Alpha?
The minimum investment for I Alpha is ₹50 Lakhs.
When was I Alpha launched?
I Alpha was launched on 24 Sep 2009. It has a 16-year track record.