Allocation Alpha Allocation Alpha dynamically allocates capital between Indian equities, foreign equities and low-risk debt/ debt-like instruments. The equity exposure varies from 0% to 60%. The aim of the product is to systematically generate capital appreciation by investing in a portfolio of equity or equity linked securities while secondary objective is to generate income through investments in debt and money market instruments, managing risk through active asset allocation. Based on our proprietary capital allocation model, we reduce the equity exposure when markets are over-valued and increase the exposure when markets are under valued. The equity exposure is taken via Estee Long Alpha fund and the low-risk debt like exposure may be taken via Estee I-Alpha Arbitrage fund.
Excess return over Crisil Hybrid conservative index: 33.98% (Mar'19 to Sep20)
S&P BSE 500 Equities, Foreign Equity Mutual Funds, Arbitrage Funds and Debt and Money Market Instruments
Notice by 15th of month for end of month exit
Crisil Hybrid (75+25) Conservative Index + 4% (Net of Fees)
5% ; Crest to Trough [2009-2019]
Market risk, Operational risk
No external leverage
INR 1 Crore.