- Manager
- Agreya Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Agreya Momentum
−8.19%
1-year return
Benchmark NIFTY50TRI −7.09% · to 30 Sep 2026
Agreya Capital Advisors’ Agreya Momentum returned −8.19% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50TRI. It managed ₹177 crore across its clients.
Key numbers
- AUM
- ₹177 Cr
- Benchmark
- NIFTY50TRI
- Turnover, past year
- 3.74×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50TRI | Difference |
|---|---|---|---|
| 1 month | −7.37% | −6.03% | −1.34% |
| 3 months | −6.47% | −4.91% | −1.56% |
| 6 months | −0.66% | +2.13% | −2.79% |
| 1 year | −8.19% | −7.09% | −1.10% |
| 2 years | −10.12% | −5.29% | −4.83% |
| 3 years | +4.13% | +6.06% | −1.93% |
| 4 years | +8.61% | +8.48% | +0.13% |
| 5 years | +5.21% | +6.38% | −1.17% |
| Since inception | +13.36% | +9.80% | +3.56% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.16%₹174 Cr
- Cash and other1.76%₹3.11 Cr
- Mutual funds0.08%₹0.15 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.76 Cr
- Outflow, Sep 2026
- ₹10.05 Cr
- Net, Sep 2026
- −₹9.29 Cr
- Net, FY to date
- −₹34.41 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 3.74×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Agreya Momentum returned?
−8.19% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.37%; 3 months: −6.47%; 6 months: −0.66%; 1 year: −8.19%; 2 years: −10.12%; 3 years: 4.13%; 4 years: 8.61%; 5 years: 5.21%; Since inception: 13.36%.
How has it done against its benchmark?
Its benchmark, the NIFTY50TRI, returned −7.09% over the year, so the strategy was 1.10 percentage points behind.
How much does Agreya Momentum manage?
₹177 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Agreya Momentum?
Agreya Capital Advisors, a SEBI-registered portfolio manager (INP000006077), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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