Agreya Capital Advisors LLP
AUM (Cr.)
711.26
No. of Clients
332
No. of Investment Approach
4
As On
30 June 2023
Agreya Capital is a SEBI registered portfolio management service provider offering both discretionary and non-discretionary fund management services.Agreya means “First” in Sanskrit as we aim to become our client’s first choice in Investment management.The firm has mandated Edelweiss Group for providing custody, fund accounting and broking services to our clients.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Agreya - Momentum |
LARGE CAP | 16.51% | 4.85% | 22.74% | 12.21% | 31 Aug, 2018 |
Agreya - Total Return |
MULTI CAP | 23.56% | 11.70% | 30.29% | NA | 14 Sep, 2018 |
Agreya - Multi-Asset Enhancer |
MULTI ASSET | 4.46% | 8.42% | 16.68% | NA | 04 Jun, 2019 |
Agreya - Total Return Enhancer |
MULTI CAP | 18.87% | 13.09% | NA | NA | 22 Feb, 2021 |
* Returns are as on 31st August 2023, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Portfolio Manager Profile
Mr. Arjun Narsipur
Co-CIO and Fund Manager
Mr. Shailendra Agarwal
Co-CIO and Fund Manager
AMC Registered Address
360, 6th Main Rd, near Wipro Signal, Block 1, Koramangala, Bengaluru, Karnataka 560034
SEBI Reg No : INP000006077
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