Agreya Portfolio Return Optimiser is a multi asset portfolio management service (PMS) strategy run by Agreya Capital Advisors Llp, launched on 16 Mar 2022. It manages ₹70.89 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +16.12% over 1 year and +10.00% over 3 years (+11.75% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹70.89 Cr
3-year return
+10.00%
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)
₹70.89 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
16/03/2022
Trailing Returns
Trailing returns
Period
Return
1 Month
+7.36%
3 Months
-0.22%
1 Year
+16.12%
3 Years
+10.00%
Since Inception
+11.75%
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 Portfolio Return Optimiser
What are the returns of Agreya Portfolio Return Optimiser?
Agreya Portfolio Return Optimiser has a 1-year return of +16.12%, a 3-year return of +10.00% and +11.75% since inception. Past performance is not indicative of future results.
What is the AUM of Agreya Portfolio Return Optimiser?
Agreya Portfolio Return Optimiser manages ₹70.89 Cr of client assets.
What is the minimum investment for Agreya Portfolio Return Optimiser?
The minimum investment for Agreya Portfolio Return Optimiser is ₹50 Lakhs.
When was Agreya Portfolio Return Optimiser launched?
Agreya Portfolio Return Optimiser was launched on 16 Mar 2022. It has a 4-year track record.