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

Agreya - Multi-Asset Enhancer

  • Agreya Capital Advisors LLP
  • Multi Asset
  • 4
    Out of 7*
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Portfolio age6 years, 6 months
2.23%
2.55%
Hurdle Rate**10%
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

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

Shailendra Agarwal
  • Manager Rank12 Out of 13
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr12.81%
Profile

Shailendra has 17 years of experience in debt capital markets and structured finance. This expericne gives him a unique balance sheet perspective of businesses. He has a keen sense of valuig a business and marrying it with it's business prospects.

Other Schemes
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Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
Agreya - Multi-Asset Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
19 Out of 25
Fixed Fee
2.00%
Scheme Return
2.23%
Benchmark Return
2.55%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
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

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
1.20%
Hurdle Rate
10%
Profit Sharing
Profit Sharing 20% Over 10% Hurdle
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bt_logoINVESTMENT 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.

bt_logoCalculators

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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bt_logoPEER ANALYSIS

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  • Grid
Compare
Agreya - Multi-Asset Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
NSE Multi Asset Index 1
Category Rank
19 Out of 25
Fixed Fee
2.00%
Scheme Return
2.23%
Benchmark Return
2.55%
Smartblend ETF
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 25
Fixed Fee
1.00%
Scheme Return
5.91%
Benchmark Return
4.62%
PlusWealth Fusion
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
2 Out of 25
Fixed Fee
2.00%
Scheme Return
4.29%
Benchmark Return
1.52%
Smart Market Plan
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 25
Fixed Fee
1.50%
Scheme Return
4.21%
Benchmark Return
4.62%
Right Horizons - All Seasons
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
NSE Multi Asset Index 2
Category Rank
4 Out of 25
Fixed Fee
2.50%
Scheme Return
4.14%
Benchmark Return
2.58%
Prabhudas Lilladher - Multi Asset Dynamic Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10% or 8%
Benchmark
NSE Multi Asset Index 1
Category Rank
5 Out of 25
Fixed Fee
2.25%
Scheme Return
3.99%
Benchmark Return
-2.55%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Agreya Capital Advisors LLP
Agreya Capital Advisors LLP manages assets worth Rs 1126.36 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 1 Large Cap and 1 Multi Asset schemes.

AUM (₹ cr)

1,126.36 (As on Sep, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
Agreya - Momentum
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
21 Out of 28
Fixed Fee
2.50%
Scheme Return
3.65%
Benchmark Return
4.62%
Agreya - Multi-Asset Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
19 Out of 25
Fixed Fee
2.00%
Scheme Return
2.23%
Benchmark Return
2.55%
*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 Agreya - Multi-Asset Enhancer?
The hurdle rate of Agreya - Multi-Asset Enhancer is 10%.
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 Profit Sharing 20% Over 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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