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Agreya - Multi-Asset Enhancer
Agreya - Multi-Asset Enhancer

Agreya - Multi-Asset Enhancer

  • Agreya Capital Advisors LLP
  • Multi Asset
  • 6
    Out of 8*
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PMS Bazaar
Portfolio age7 years, 5 months
1.18%
0.28%
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 31/08/2026)
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

No data found

FUND SUMMARY

AUM (₹ Cr)
70.56
(As on Aug, 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
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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

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PEER ANALYSIS

  • table
  • Grid
Compare
Agreya - Multi-Asset Enhancer
AUM (₹ Cr)
₹70.56 Cr
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 1
Category Rank
19 Out of 37
Fixed Fee
2.00%
Scheme Return
1.18%
Benchmark Return
0.28%
PlusWealth Catalyst
AUM (₹ Cr)
₹13.73 Cr
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
1 Out of 37
Fixed Fee
2.00%
Scheme Return
11.18%
Benchmark Return
0.17%
Bespoke
AUM (₹ Cr)
₹140.79 Cr
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
2 Out of 37
Fixed Fee
2.00%
Scheme Return
4.54%
Benchmark Return
0.17%
UpperCrust Growth Fund
AUM (₹ Cr)
₹76.14 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category Rank
3 Out of 37
Fixed Fee
2.75%
Scheme Return
3.74%
Benchmark Return
0.28%
Infra Yields Assets
AUM (₹ Cr)
₹130.24 Cr
Hurdle Rate
8.00%
Benchmark
NSE Multi Asset Index 1
Category Rank
4 Out of 37
Fixed Fee
1.00%
Scheme Return
3.06%
Benchmark Return
0.28%
PriceBridge TM Select Stocks
AUM (₹ Cr)
₹13.99 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category Rank
5 Out of 37
Fixed Fee
2.50%
Scheme Return
3.01%
Benchmark Return
-0.09%
*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 1292.36 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 1 Large Cap and 1 Multi Asset schemes.

AUM (₹ cr)

1,292.36 (As on Aug, 2026)

Number of Schemes

4
Schemes From This AMC
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Compare
Agreya - Total Return
AUM (₹ Cr)
₹345.93 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
117 Out of 286
Fixed Fee
2.50%
Scheme Return
3.12%
Benchmark Return
-0.09%
Agreya - Total Return Enhancer
AUM (₹ Cr)
₹100.45 Cr
Hurdle Rate
12.00%
Benchmark
BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
136 Out of 286
Fixed Fee
2.50%
Scheme Return
2.7%
Benchmark Return
-0.09%
Agreya - Momentum
AUM (₹ Cr)
₹197.60 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
5 Out of 30
Fixed Fee
2.50%
Scheme Return
2.01%
Benchmark Return
-1.14%
Agreya - Multi-Asset Enhancer
AUM (₹ Cr)
₹70.56 Cr
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
19 Out of 37
Fixed Fee
2.00%
Scheme Return
1.18%
Benchmark Return
0.28%
*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%

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