Agreya Capital Advisors PMS strategies
Agreya Capital Advisors runs 8 portfolio management strategies listed with APMI, managing ₹1,203 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Agreya Multi-Asset | Multi Asset | — | ₹384 Cr | +9.86% | — | — | ₹50 Lakhs | — |
| Agreya Total Return | Equity | Shailendra Agarwal | ₹346 Cr | +15.93% | +3.84 pts | — | ₹50 Lakhs | Aug 2026 |
| Agreya Momentum | Equity | Arjun Narsipur | ₹198 Cr | +8.15% | -0.85 pts | — | ₹50 Lakhs | Aug 2026 |
| Agreya Total return Enhancer | Equity | Arjun Narsipur | ₹100 Cr | +14.90% | +2.81 pts | — | ₹50 Lakhs | Aug 2026 |
| Agreya Multi-Asset Enhancer | Multi Asset | — | ₹80.2 Cr | +9.96% | — | — | ₹50 Lakhs | — |
| Agreya Portfolio Return Optimiser | Multi Asset | — | ₹70.89 Cr | +10.00% | — | — | ₹50 Lakhs | — |
| Agreya Momentum Enhancer | Equity | Arjun Narsipur | ₹17.06 Cr | +11.20% | +2.20 pts | 2.5% fixed or 1.2% + 20% of profits over 12% | ₹50 Lakhs | Aug 2026 |
| Agreya Value Momentum Strategy | Equity | Arjun Narsipur | ₹6.42 Cr | — | — | 2% fixed or 1.2% + 15% of profits over 10% | ₹50 Lakhs | Aug 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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