- Manager
- Agreya Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Agreya Momentum Enhancer
−8.30%
1-year return
Benchmark NIFTY 50 TRI −7.09% · to 30 Sep 2026
Agreya Capital Advisors’ Agreya Momentum Enhancer returned −8.30% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY 50 TRI. It managed ₹16 crore across its clients.
Key numbers
- AUM
- ₹16 Cr
- Benchmark
- NIFTY 50 TRI
- Turnover, past year
- 3.59×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY 50 TRI | Difference |
|---|---|---|---|
| 1 month | −6.21% | −6.03% | −0.18% |
| 3 months | −5.57% | −4.91% | −0.66% |
| 6 months | −0.63% | +2.13% | −2.76% |
| 1 year | −8.30% | −7.09% | −1.21% |
| 2 years | −8.06% | −5.29% | −2.77% |
| 3 years | +6.24% | +6.06% | +0.18% |
| Since inception | +12.62% | +8.94% | +3.68% |
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 equity99.69%₹15.95 Cr
- Cash and other0.31%₹0.05 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹38.90 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 3.59×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Agreya Momentum Enhancer returned?
−8.30% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.21%; 3 months: −5.57%; 6 months: −0.63%; 1 year: −8.30%; 2 years: −8.06%; 3 years: 6.24%; Since inception: 12.62%.
How has it done against its benchmark?
Its benchmark, the NIFTY 50 TRI, returned −7.09% over the year, so the strategy was 1.21 percentage points behind.
How much does Agreya Momentum Enhancer manage?
₹16 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 Enhancer?
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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