Agreya - Momentum

Agreya Capital Advisors LLP
LARGE CAP

6

Out of 19*
Compare
Share

Portfolio age 6 years, 6 months

-4.31%

-5.79%

Hurdle Rate** 10.00%

Fixed fee 2.50%

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

Arjun Narsipur

Manager Rank 6 Out of 24
i
Rank is based on 3-year return
Schemes Managed 3
Total AUM Undisclosed
Highest Return In 1 Yr 4.85%

Profile

Arjun is a seasoned finance and markets professional with over 14 years of experience across equity, FX, global markets and treasury risk management. His area of focus is converting investment philosophies into testable, repetable processes and algorithms.

Other Schemes

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

table
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Agreya - Multi-Asset Enhancer

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10%

Benchmark

NSE Multi Asset Index 1

FUND SUMMARY

AUM (₹ Cr)

UNDISC. (As on Feb, 2025)

Inception Date

Aug 31, 2018

Min. Investment

₹50 Lac

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 0%

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

Fee Structure

Fixed Fee

2.50%

Variable Fee

1.20%

Hurdle Rate

10%

Profit Sharing

15% Profit Sharing Over 10% Hurdle

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Investment Philosophy

Objective

Capture the relative momentum factor prevalent in the market

Investment Approach

Core Portfolio consists of around 20 stocks that exhibit strong momentum ranks. Market technical picture is overlaid on this. Entry and Exit is driven by a proprietary process