- Manager
- Agreya Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Agreya Value Momentum Strategy
+15.83%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Agreya Capital Advisors’ Agreya Value Momentum Strategy returned 15.83% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹15.70 crore across its clients.
Key numbers
- AUM
- ₹15.70 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 9.21×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.65% | −5.57% | +2.92% |
| 3 months | −3.31% | −3.59% | +0.28% |
| 6 months | +25.29% | +8.07% | +17.22% |
| 1 year | +15.83% | −2.33% | +18.16% |
| Since inception | +14.94% | +4.53% | +10.41% |
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 equity78.47%₹12.32 Cr
- Cash and other21.53%₹3.38 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹9.60 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹9.60 Cr
- Net, FY to date
- ₹15.37 Cr
- Turnover, month
- 0.79×
- Turnover, past year
- 9.21×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Agreya Value Momentum Strategy returned?
15.83% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.65%; 3 months: −3.31%; 6 months: 25.29%; 1 year: 15.83%; Since inception: 14.94%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 18.16 percentage points ahead.
How much does Agreya Value Momentum Strategy manage?
₹15.70 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 Value Momentum Strategy?
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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