Manager
Agreya Capital Advisors
Service
Discretionary
Asset class
Multi-asset

Agreya Multi-Asset Enhancer

+0.64%

1-year return

Benchmark NSE Multi Asset Index 1 +3.12% · to 30 Sep 2026

Agreya Capital Advisors’ Agreya Multi-Asset Enhancer returned 0.64% over the year to 30 Sep 2026, against 3.12% for its benchmark, the NSE Multi Asset Index 1. It managed ₹68.44 crore across its clients.

Key numbers

AUM
₹68.44 Cr
Benchmark
NSE Multi Asset Index 1
Turnover, past year
1.09×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Agreya Multi-Asset Enhancer returns against the NSE Multi Asset Index 1
PeriodThis strategyNSE Multi Asset Index 1Difference
1 month−2.57%−2.65%+0.08%
3 months−1.27%−0.75%−0.52%
6 months+2.71%+6.55%−3.84%
1 year+0.64%+3.12%−2.48%
2 years+4.91%+2.85%+2.06%
3 years+8.51%+9.81%−1.30%
4 years+7.87%+10.12%−2.25%
5 years+9.55%+8.75%+0.80%
Since inception+13.63%+10.57%+3.06%

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

  • Debt61.76%
  • Mutual funds33.02%
  • Cash and other3.11%
  • Listed equity2.10%

Flows and turnover

Inflow, Sep 2026
₹0.45 Cr
Outflow, Sep 2026
₹0.76 Cr
Net, Sep 2026
−₹0.31 Cr
Net, FY to date
−₹12.18 Cr
Turnover, month
0.14×
Turnover, past year
1.09×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Agreya Multi-Asset Enhancer returned?

0.64% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.57%; 3 months: −1.27%; 6 months: 2.71%; 1 year: 0.64%; 2 years: 4.91%; 3 years: 8.51%; 4 years: 7.87%; 5 years: 9.55%; Since inception: 13.63%.

How has it done against its benchmark?

Its benchmark, the NSE Multi Asset Index 1, returned 3.12% over the year, so the strategy was 2.48 percentage points behind.

How much does Agreya Multi-Asset Enhancer manage?

₹68.44 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 Multi-Asset 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.

Full disclaimer

See how a PMS fits your plan

Armor checks every holding against your goals, risk and timeline.

Get the app