Business Today
Subscribe
NRICareer & JobsUS NewsIn PicsWeatherPetrol PricesDiesel PricesPMS TodayBT Reels
BT Infra SummitLenovo FIFA World Cup 2026EY Business Today Hidden Gems 2026
Search
Advertisement
Business News
pms
Agreya - Multi-Asset Enhancer
Agreya - Multi-Asset Enhancer

Agreya - Multi-Asset Enhancer

  • Agreya Capital Advisors LLP
  • Multi Asset
  • 5
    Out of 9*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age7 years, 2 months
0.16%
1.67%
Hurdle Rate**10.00%
Fixed fee2.00%
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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

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

PORTFOLIO MANAGERS

Arjun Narsipur
  • Manager Rank16 Out of 20
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUM374.65
  • Highest Return In 1 Yr14.91%
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
  • table
  • Grid
Compare
Agreya - Total Return Enhancer
AUM (₹ Cr)
₹97.82 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
124 Out of 284
Fixed Fee
2.50%
Scheme Return
1.6%
Benchmark Return
2.19%
Agreya - Multi-Asset Enhancer
AUM (₹ Cr)
₹73.68 Cr
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
37 Out of 45
Fixed Fee
2.00%
Scheme Return
0.16%
Benchmark Return
1.67%
Agreya - Momentum
AUM (₹ Cr)
₹203.15 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
29 Out of 30
Fixed Fee
2.50%
Scheme Return
-1.02%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
73.68
(As on Jul, 2026)
Inception Date
Jun 04, 2019
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
1.20%
Hurdle Rate
10.00%
Profit Sharing
15% Profit sharing above 10% Hurdle
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

INVESTMENT PHILOSOPHY

Objective

Better Risk Adjusted Return Over the benchmark

Investment Approach

Is to invest a majority of the assets into non equity instruments and at opportune moments hedge against this buy buying call options on the indices.

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

“Fresh Breath In Tamil Nadu Politics”: K Annamalai Assesses Vijay’s First 100 Days5:19“Fresh Breath In Tamil Nadu Politics”: K Annamalai Assesses Vijay’s First 100 Days
Mahindra Scorpio Lifestyler Walkaround | New Pickup Under ₹19.79 Lakh!2:47Mahindra Scorpio Lifestyler Walkaround | New Pickup Under ₹19.79 Lakh!
Mahindra BE 6 Sport Teq Launched At ₹11.45 Lakh With BaaS | New Tech, Gemini AI & More3:27Mahindra BE 6 Sport Teq Launched At ₹11.45 Lakh With BaaS | New Tech, Gemini AI & More
The week's Tech News By AI Sana | Tech Gear EP 142:15The week's Tech News By AI Sana | Tech Gear EP 14
Mahindra BE 6 Sport Teq Design Decoded | Pratap Bose Reveals What’s New6:44Mahindra BE 6 Sport Teq Design Decoded | Pratap Bose Reveals What’s New
Mahindra Eyes More SUV Market Share, Says India Ready For Pickup Trucks8:55Mahindra Eyes More SUV Market Share, Says India Ready For Pickup Trucks
Vande Mataram: Why BJP Is Targeting Sonia Gandhi & Rahul Gandhi Over Full National Song4:49Vande Mataram: Why BJP Is Targeting Sonia Gandhi & Rahul Gandhi Over Full National Song
Business Today Presents India@100: India’s Manufacturing Champions | Building Viksit Bharat0:51Business Today Presents India@100: India’s Manufacturing Champions | Building Viksit Bharat
“Banks Must Set The Tone”: Nirmala Sitharaman On India’s Viksit Bharat 2047 Vision3:56“Banks Must Set The Tone”: Nirmala Sitharaman On India’s Viksit Bharat 2047 Vision
India’s Private Space Revolution: How Skyroot’s Vikram-1 Rocket Is Rewriting History3:14India’s Private Space Revolution: How Skyroot’s Vikram-1 Rocket Is Rewriting History
View more

PEER ANALYSIS

  • table
  • Grid
Compare
Agreya - Multi-Asset Enhancer
AUM (₹ Cr)
₹73.68 Cr
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 1
Category Rank
37 Out of 45
Fixed Fee
2.00%
Scheme Return
0.16%
Benchmark Return
1.67%
PlusWealth Catalyst
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
1 Out of 45
Fixed Fee
2.00%
Scheme Return
9.07%
Benchmark Return
1.5%
Smart Cash Flow Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category Rank
2 Out of 45
Fixed Fee
No Option
Scheme Return
4.26%
Benchmark Return
1.5%
Asit C Mehta - ACE - Regular Income
AUM (₹ Cr)
₹12.77 Cr
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
3 Out of 45
Fixed Fee
2.50%
Scheme Return
4.24%
Benchmark Return
1.5%
Smartblend ETF
AUM (₹ Cr)
₹6.15 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 45
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
2.36%
Multi Asset Portfolio Ctrl Alt Grow
AUM (₹ Cr)
₹0.29 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 2
Category Rank
5 Out of 45
Fixed Fee
Upto 2.50%
Scheme Return
2.53%
Benchmark Return
1.5%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Agreya Capital Advisors LLP
Agreya Capital Advisors LLP manages assets worth Rs 1230.21 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 1 Multi Asset and 1 Large Cap schemes.

AUM (₹ cr)

1,230.21 (As on Jun, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Agreya - Total Return
AUM (₹ Cr)
₹339.40 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
48 Out of 284
Fixed Fee
2.50%
Scheme Return
3.05%
Benchmark Return
2.19%
Agreya - Total Return Enhancer
AUM (₹ Cr)
₹97.82 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
124 Out of 284
Fixed Fee
2.50%
Scheme Return
1.6%
Benchmark Return
2.19%
Agreya - Multi-Asset Enhancer
AUM (₹ Cr)
₹73.68 Cr
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
37 Out of 45
Fixed Fee
2.00%
Scheme Return
0.16%
Benchmark Return
1.67%
Agreya - Momentum
AUM (₹ Cr)
₹203.15 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
29 Out of 30
Fixed Fee
2.50%
Scheme Return
-1.02%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Agreya - Multi-Asset Enhancer?
The hurdle rate of Agreya - Multi-Asset Enhancer is 10.00%.
What is the fixed fee charged in Agreya - Multi-Asset Enhancer ?
The fixed fee charged in Agreya - Multi-Asset Enhancer is 2.00%.
What is the variable fee charged in Agreya - Multi-Asset Enhancer ?
The variable fee charged in Agreya - Multi-Asset Enhancer is 1.20%.
What is the profit sharing in Agreya - Multi-Asset Enhancer ?
The profit sharing in Agreya - Multi-Asset Enhancer is 15% Profit sharing above 10% Hurdle.
What is the minimum investment in Agreya - Multi-Asset Enhancer ?
The minimum investment in Agreya - Multi-Asset Enhancer is ₹50 Lacs
What type of scheme is Agreya - Multi-Asset Enhancer?
Agreya - Multi-Asset Enhancer is an Multiasset scheme. It falls in the Multi Asset category.
What is the inception date of Agreya - Multi-Asset Enhancer?
The inception date of Agreya - Multi-Asset Enhancer is Jun 04, 2019.
What is the exit load of Agreya - Multi-Asset Enhancer?
Exit load is 0%

Top Stories