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Agile Strategy
Agile Strategy

Agile Strategy

  • East Green Advisors LLP
  • Multi Cap AND Flexi Cap
  • 184
    Out of 235*
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Portfolio age2 years, 5 months
5.9%
4.27%
Hurdle Rate**6% or 0%
Fixed fee1.75%
Min. Investment₹50 Lacs
*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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Vinay Arya
  • Manager Rank Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM65.41
  • Highest Return In 1 Yr-4.56%
Profile

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

Other Schemes
  • table
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Compare
Agile Strategy
AUM (₹ Cr)
₹65.41 Cr
Hurdle Rate
6% or 0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
27 Out of 251
Fixed Fee
1.75%
Scheme Return
5.9%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
65.41
(As on Oct, 2025)
Inception Date
Jul 06, 2023
Min. Investment
₹50 Lacs
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
i
Time Weighted Rate of Return

bt_logoFEE 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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bt_logoINVESTMENT PHILOSOPHY

Objective

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

Investment Approach

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

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Agile Strategy
AUM (₹ Cr)
₹65.41 Cr
Hurdle Rate
6% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
27 Out of 251
Fixed Fee
1.75%
Scheme Return
5.9%
Benchmark Return
4.27%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

East Green Advisors LLP
East Green Advisors LLP manages assets worth Rs 69.37 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

69.37 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Agile Strategy
AUM (₹ Cr)
₹65.41 Cr
Hurdle Rate
6% or 0%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
27 Out of 251
Fixed Fee
1.75%
Scheme Return
5.9%
Benchmark Return
4.27%
Quant Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
233 Out of 251
Fixed Fee
1.75%
Scheme Return
1.38%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Agile Strategy?
The hurdle rate of Agile Strategy is 6% or 0%.
What is the fixed fee charged in Agile Strategy ?
The fixed fee charged in Agile Strategy is 1.75%.
What is the variable fee charged in Agile Strategy ?
There is no option for Variable fee.
What is the profit sharing in Agile Strategy ?
The profit sharing in Agile Strategy is 20% Profit Sharing Over 6% Hurdle Rate or 15% Profit on all Profits.
What is the minimum investment in Agile Strategy ?
The minimum investment in Agile Strategy is ₹50 Lacs
What type of scheme is Agile Strategy?
Agile Strategy is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Agile Strategy?
The inception date of Agile Strategy is Jul 06, 2023.
What is the exit load of Agile Strategy?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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