Agreya Capital Advisors Llp • Equity
Agreya Total Return is an equity portfolio management service (PMS) strategy run by Agreya Capital Advisors Llp, launched on 14 Sep 2018. As of 30 Sep 2026, it manages ₹337 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +21.42% over 1 year, +13.72% over 3 years and +10.71% over 5 years (+24.99% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 4.52 percentage points ahead of its benchmark. Its 3-year return ranks 149th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Shailendra Agarwal.
Ranked nearby on 3-year return: High Riser (+13.75%), India Super Focus (+13.75%), Avestha Growth (+13.72%), ICICI Prudential PMS Growth Leaders Strategy (+13.65%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -6.13% |
| 3 Months | -0.27% |
| 1 Year | +21.42% |
| 3 Years | +13.72% |
| 5 Years | +10.71% |
| Since Inception | +24.99% |
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.
Book an intro callAgreya Total Return has a 1-year return of +21.42%, a 3-year return of +13.72%, a 5-year return of +10.71% and +24.99% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Agreya Total Return returned +10.71% against +8.91% for the BSE 500 TRI, 1.80 percentage points ahead. Over 3 years it returned +13.72% against +9.20%; Over 1 year it returned +21.42% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Agreya Total Return's 3-year return of +13.72% ranks 149th as of 30 Sep 2026.
Agreya Total Return is managed by Shailendra Agarwal at Agreya Capital Advisors. The strategy manages ₹337 Cr of client assets as of 30 Sep 2026.
Agreya Total Return manages ₹337 Cr of client assets as of 30 Sep 2026.
The minimum investment for Agreya Total Return is ₹50 Lakhs.
Agreya Total Return was launched on 14 Sep 2018. It has an 8-year track record.
Description
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