APMI

Agreya Value Momentum Strategy

Investment Approach Details

₹0.50

(AUM CR)

PMS Provider Name

Agreya Capital Advisors Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

20/03/2025

Age

1 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

Management Fees: 2% P.A

Variable Fees Structure

Management Fees: 1.2% P.A Performance Fees: 15% Hurdle Rate : 10% P.A

Exit Load

NIL

Purpose

To generate high capital appreciation by investing in value stocks with strong momentum, using a dynamic, long-only strategy that is market cap and sector agnostic. The fund focuses on stocks with strong fundamentals, potential for earnings growth, and valuation re-rating, aiming to outperform the benchmark over the medium to long term

Fund Manager Details


Arjun Narsipur Work Exp. 17.00 years Email ID arjun@agreyacapital.com Mobile No 8939696282 Details NA

Arjun Narsipur

Work Exp. 17.00 years

Email ID arjun@agreyacapital.com

Mobile No 8939696282

Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/04/2025

1 Month Turnover

0.40

1 Year Turnover

NA