- Manager
- Estee Advisors
- Service
- Discretionary
- Asset class
- Equity
Estee Advisors Pvt Ltd-Long Only
+0.19%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Estee Advisors’ Estee Advisors Pvt Ltd-Long Only returned 0.19% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹51.96 crore across its clients.
Key numbers
- AUM
- ₹51.96 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 3.04×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.27% | −5.57% | +2.30% |
| 3 months | +0.77% | −3.59% | +4.36% |
| 6 months | +11.84% | +8.07% | +3.77% |
| 1 year | +0.19% | −2.33% | +2.52% |
| 2 years | −5.86% | −3.93% | −1.93% |
| 3 years | +11.12% | +9.21% | +1.91% |
| 4 years | +16.32% | +11.22% | +5.10% |
| 5 years | +12.81% | +8.91% | +3.90% |
| Since inception | +16.85% | +11.46% | +5.39% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity99.31%₹51.60 Cr
- Mutual funds0.33%₹0.17 Cr
- Cash and other0.29%₹0.15 Cr
- Unlisted equity0.08%₹0.04 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.96 Cr
- Outflow, Sep 2026
- ₹0.77 Cr
- Net, Sep 2026
- ₹0.19 Cr
- Net, FY to date
- −₹6.18 Cr
- Turnover, month
- 0.27×
- Turnover, past year
- 3.04×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Estee Advisors Pvt Ltd-Long Only returned?
0.19% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.27%; 3 months: 0.77%; 6 months: 11.84%; 1 year: 0.19%; 2 years: −5.86%; 3 years: 11.12%; 4 years: 16.32%; 5 years: 12.81%; Since inception: 16.85%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 2.52 percentage points ahead.
How much does Estee Advisors Pvt Ltd-Long Only manage?
₹51.96 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Estee Advisors Pvt Ltd-Long Only?
Estee Advisors, a SEBI-registered portfolio manager (INP000007720), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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