Strategy performance
Estee Advisors Pvt Ltd-Long Only
Estee Advisors Private Limited · AUM ₹53.5 Cr · as of Aug 2026
Our read
₹100 grew to ₹186.6 since inception (+18.5% CAGR), with a max drawdown of −25.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+17.2%
Since inception
+18.5%
Max drawdown
−25.7%
Volatility
+18.5%
Peer position
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Performance
Estee Advisors Pvt Ltd-Long Only₹186.6Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.8% | +1.6% | −10.3% | +11.3% | +0.0% | −0.3% | +2.1% | +2.0% | +2.3% | ||||
| 2025 | −9.7% | −9.6% | +6.4% | +4.2% | +7.0% | +4.4% | −3.0% | −0.6% | −0.3% | +2.9% | −1.7% | +0.1% | −1.7% |
| 2024 | +9.9% | −1.9% | +5.9% | +2.1% | +6.7% | +8.5% | +0.8% | +0.2% | −8.8% | −0.8% | +0.7% | +24.0% | |
| 2023 | −3.4% | −2.1% | +0.3% | +6.9% | +5.1% | +3.4% | +8.1% | +4.4% | +6.5% | −2.7% | +9.2% | +9.1% | +53.5% |
| 2022 | −2.5% | −2.5% |
Metrics
Tearsheet- 1M return
- +2.0%
- 3M return
- +3.9%
- 6M return
- +3.7%
- 1Y return
- +3.2%
- 2Y CAGR
- −4.2%
- 3Y CAGR
- +17.2%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +18.5%
- Total return
- +86.6%
- Average month
- +1.6%
- Median month
- +1.2%
- Average up month
- +4.6%
- Best month
- +11.3%
- Best rolling 12M
- +87.8%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Estee Advisors Pvt Ltd-Long Only performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Estee Advisors Pvt Ltd-Long Only performed?
- Estee Advisors Pvt Ltd-Long Only (Estee Advisors Private Limited) shows CAGR 18.55% and max drawdown -25.69% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Estee Advisors Pvt Ltd-Long Only CAGR / max drawdown?
- CAGR is 18.55%; max drawdown is -25.69%. We only publish CAGR when there are enough months (≥12 on this track of 44 months). Learn more
- Where do Estee Advisors Pvt Ltd-Long Only returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Estee Advisors Pvt Ltd-Long Only?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more