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Agreya - Momentum
Agreya - Momentum

Agreya - Momentum

  • Agreya Capital Advisors LLP
  • LARGE CAP
  • 6
    Out of 20*
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Portfolio age6 years, 9 months
2.07%
3.48%
Hurdle Rate**10%
Fixed fee2.50%
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 30/04/2025)
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

Arjun Narsipur
  • Manager Rank10 Out of 24
    i
    Rank is based on 3-year return
  • Schemes Managed3
  • Total AUMUndisclosed
  • Highest Return In 1 Yr12.02%
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)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
138 Out of 243
Fixed Fee
2.50%
Scheme Return
4.94%
Benchmark Return
3.18%
Agreya - Momentum
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
20 Out of 25
Fixed Fee
2.50%
Scheme Return
2.58%
Benchmark Return
3.48%
Agreya - Multi-Asset Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
20 Out of 20
Fixed Fee
2.00%
Scheme Return
0.21%
Benchmark Return
2.17%
*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 Apr, 2025)
Inception Date
Aug 31, 2018
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
2.50%
Variable Fee
1.20%
Hurdle Rate
10%
Profit Sharing
15% Profit Sharing Over 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

Capture the relative momentum factor prevalent in the market

Investment Approach

Core Portfolio consists of around 20 stocks that exhibit strong momentum ranks. Market technical picture is overlaid on this. Entry and Exit is driven by a proprietary process

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

  • table
  • Grid
Compare
Agreya - Momentum
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
20 Out of 25
Fixed Fee
2.50%
Scheme Return
2.58%
Benchmark Return
3.48%
Tulsian - Tulsian PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0.00% or 7.50% or12.50%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 25
Fixed Fee
No Option
Scheme Return
13.19%
Benchmark Return
3.48%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 25
Fixed Fee
2.50%
Scheme Return
6.26%
Benchmark Return
3.48%
SCSL - Long Term Value Compounder
AUM (₹ Cr)
₹326.76 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 25
Fixed Fee
2.50%
Scheme Return
5.52%
Benchmark Return
3.48%
Conserve C
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 25
Fixed Fee
1% or 0%
Scheme Return
5.07%
Benchmark Return
3.46%
Nippon India - Absolute Freedom
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 25
Fixed Fee
2.50%
Scheme Return
4.94%
Benchmark Return
-0.47%
*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 1072.57 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 1 Large Cap and 1 Multi Asset schemes.

AUM (₹ cr)

1,072.57 (As on May, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
104 Out of 243
Fixed Fee
2.50%
Scheme Return
5.93%
Benchmark Return
3.18%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP AND FLEXI CAP
Category Rank
138 Out of 243
Fixed Fee
2.50%
Scheme Return
4.94%
Benchmark Return
3.18%
Agreya - Momentum
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
20 Out of 25
Fixed Fee
2.50%
Scheme Return
2.58%
Benchmark Return
3.48%
Agreya - Multi-Asset Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
20 Out of 20
Fixed Fee
2.00%
Scheme Return
0.21%
Benchmark Return
2.17%
*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 - Momentum?
The hurdle rate of Agreya - Momentum is 10%.
What is the fixed fee charged in Agreya - Momentum ?
The fixed fee charged in Agreya - Momentum is 2.50%.
What is the variable fee charged in Agreya - Momentum ?
The variable fee charged in Agreya - Momentum is 1.20%.
What is the profit sharing in Agreya - Momentum ?
The profit sharing in Agreya - Momentum is 15% Profit Sharing Over 10% Hurdle.
What is the minimum investment in Agreya - Momentum ?
The minimum investment in Agreya - Momentum is ₹50 Lacs
What type of scheme is Agreya - Momentum?
Agreya - Momentum is an Equity scheme. It falls in the LARGE CAP category.
What is the inception date of Agreya - Momentum?
The inception date of Agreya - Momentum is Aug 31, 2018.
What is the exit load of Agreya - Momentum?
Exit load is 0%

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