Agreya Multi-Asset is a multi asset portfolio management service (PMS) strategy run by Agreya Capital Advisors Llp, launched on 2 Mar 2019. It manages ₹384 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +6.00% over 1 year, +9.86% over 3 years and +9.30% over 5 years (+9.79% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹384 Cr
3-year return
+9.86%
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)
₹384.41 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
02/03/2019
Trailing Returns
Trailing returns
Period
Return
1 Month
+4.61%
3 Months
+0.62%
1 Year
+6.00%
3 Years
+9.86%
5 Years
+9.30%
Since Inception
+9.79%
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.
Frequently asked questions about Agreya Multi-Asset
What are the returns of Agreya Multi-Asset?
Agreya Multi-Asset has a 1-year return of +6.00%, a 3-year return of +9.86%, a 5-year return of +9.30% and +9.79% since inception. Past performance is not indicative of future results.
What is the AUM of Agreya Multi-Asset?
Agreya Multi-Asset manages ₹384 Cr of client assets.
What is the minimum investment for Agreya Multi-Asset?
The minimum investment for Agreya Multi-Asset is ₹50 Lakhs.
When was Agreya Multi-Asset launched?
Agreya Multi-Asset was launched on 2 Mar 2019. It has a 7-year track record.