Estee Advisors Private Limited • Equity
Lomg Alpha is an equity portfolio management service (PMS) strategy run by Estee Advisors Private Limited, launched on 1 Sep 2018. As of 30 Sep 2026, it manages ₹51.96 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +0.19% over 1 year, +11.12% over 3 years and +12.81% over 5 years (+16.85% since inception). Over 3 years, the BSE 500 TRI returned +9.21%, so the strategy is 1.91 percentage points ahead of its benchmark. Its 3-year return ranks 240th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Aniket Batra.
Ranked nearby on 3-year return: Emkay Gems NRI (+11.14%), Valentis Multi-cap Fund (+11.13%), Julius Baer Premier Focused Portfolio (+11.05%), Value Driven Approach (+11.00%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -3.27% |
| 3 Months | +0.77% |
| 1 Year | +0.19% |
| 3 Years | +11.12% |
| 5 Years | +12.81% |
| Since Inception | +16.85% |
| management fee | Fixed Fees: AMC Charge:0% to20 % |
| performance fee | Variable Fees: AMC:0% to 15% Hurdle:0% to 15% Profit Sharing : 35% to 50% |
| exit load | 1st Year :0% 2nd Year : 0% Third Year : |
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.
Book an intro callLomg Alpha has a 1-year return of +0.19%, a 3-year return of +11.12%, a 5-year return of +12.81% and +16.85% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Lomg Alpha returned +12.81% against +8.91% for the BSE 500 TRI, 3.90 percentage points ahead. Over 3 years it returned +11.12% against +9.21%; Over 1 year it returned +0.19% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Lomg Alpha's 3-year return of +11.12% ranks 240th as of 30 Sep 2026.
Lomg Alpha is managed by Aniket Batra at Estee Advisors. The strategy manages ₹51.96 Cr of client assets as of 30 Sep 2026.
Lomg Alpha manages ₹51.96 Cr of client assets as of 30 Sep 2026.
The fee structure for Lomg Alpha includes: management fee: Fixed Fees: AMC Charge:0% to20 %; performance fee: Variable Fees: AMC:0% to 15% Hurdle:0% to 15% Profit Sharing : 35% to 50%; exit load: 1st Year :0% 2nd Year : 0% Third Year :.
The minimum investment for Lomg Alpha is ₹50 Lakhs.
Lomg Alpha was launched on 1 Sep 2018. It has an 8-year track record.
Description
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