Agile Strategy

East Green Advisors LLP
FLEXICAP

45

Out of 49*
Compare
Share

Portfolio age 1 years, 8 months

-13.67%

-7.74%

Hurdle Rate** 6.00%

Fixed fee 1.75%

Min. Investment ₹50 Lac

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 28/02/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Vinay Arya

Manager Rank Out of 23
i
Rank is based on 3-year return
Schemes Managed 1
Total AUM ₹48.9 Cr
Highest Return In 1 Yr -10.18%

Profile

Vinay Arya, MBA (FMS Delhi), All India rank-holder CA, CS, B.Com (H) (SRCC)

Other Schemes

1M 3M 6M 1Y 3Y 5Y

table
Grid

Agile Strategy

AUM (₹ Cr)

48.90

Hurdle Rate

6% or 0%

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

48.90 (As on Feb, 2025)

Inception Date

Jul 6, 2023

Min. Investment

₹50 Lac

SIP Option

Available

STP Option

Available

Exit Load

Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

Fee Structure

Fixed Fee

1.75%

Variable Fee

No Option

Hurdle Rate

6% or 0%

Profit Sharing

20% Profit Sharing Over 6% Hurdle Rate or 15% Profit on all Profits

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Buy companies with significant and/or rising market share, Have a bias for businesses displaying sustainable growth, Avoid companies with questionable corporate governance,Prefer companies with easy-to-understand business models, Modify portfolio with agility – churn is not bad