Agreya Capital Advisors Llp • Equity
Agreya Value Momentum Strategy is an equity portfolio management service (PMS) strategy run by Agreya Capital Advisors Llp, launched on 20 Mar 2025. As of 30 Sep 2026, it manages ₹15.7 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +15.83% over 1 year (+14.94% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 18.16 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Arjun Narsipur.
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 | -2.65% |
| 3 Months | -3.31% |
| 1 Year | +15.83% |
| Since Inception | +14.94% |
| management fee | Fixed Fees: Management Fees: 2% P.A |
| performance fee | Variable Fees: Management Fees: 1.2% P.A Performance Fees: 15% Hurdle Rate : 10% P.A |
| exit load | NIL |
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 Value Momentum Strategy has a 1-year return of +15.83% and +14.94% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Agreya Value Momentum Strategy returned +15.83% against -2.33% for the BSE 500 TRI, 18.16 percentage points ahead. Figures as of 30 Sep 2026.
Agreya Value Momentum Strategy is managed by Arjun Narsipur at Agreya Capital Advisors. The strategy manages ₹15.7 Cr of client assets as of 30 Sep 2026.
Agreya Value Momentum Strategy manages ₹15.7 Cr of client assets as of 30 Sep 2026.
The fee structure for Agreya Value Momentum Strategy includes: management fee: Fixed Fees: Management Fees: 2% P.A; performance fee: Variable Fees: Management Fees: 1.2% P.A Performance Fees: 15% Hurdle Rate : 10% P.A; exit load: NIL.
The minimum investment for Agreya Value Momentum Strategy is ₹50 Lakhs.
Agreya Value Momentum Strategy was launched on 20 Mar 2025. It has a 1-year track record.
Description
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