Agreya Return Enhancers / Optimizer

About Agreya Return Enhancers/Optimizer

Agreya Return Enhancers/Optimizer is a cutting-edge PMS strategy designed to enhance portfolio returns through a hybrid of equity, debt, and derivative exposures. It combines multiple Investment Approaches (IAs), including:
1. Momentum Enhancer (MOE)
2. Total Return Enhancer (TRE)
3. Multi-Asset Enhancer (MAE)
4. Portfolio Return Optimizer (PRO)
Together, these are built to capture market trends, enhance base portfolio alpha, and preserve capital during downturns. The strategy allocates ~90% of capital into core equity/debt portfolios and ~10% into tactical options for index-based upside.

Portfolio Managers

Arjun Narsipur Fund Manager

Shailendra Agarwal Fund Manager

Investment Philosophy

Agreya Capital Philosophy

1. Factor-based investing rooted in momentum, trend capture, and market sentiment.

2. Tactical allocation to outperform base portfolios without excessive risk.

3. Client-centric customization with minimal churn and high efficiency.

4. Invests with a focus on asymmetric returns, aiming for higher upside with limited downside exposure.

Investment Framework

Agreya Capital Framework

1. Customized risk portfolios aligned with individual risk appetites.

2. Allocates ~90% to core hybrid assets; ~10% to index options.

3. Rule-based rebalancing ensures objectivity and consistency.

4. Uses systematic call/put option buying — no leverage, limited drawdowns.

5. Ideal for investors seeking derivative-enhanced PMS with a mix of growth and protection.

Content Reviewed by: Mr Kamal Manocha ( CEO and Chief Strategist).

All PMS performance data used on this page has been sourced from the official Association of Portfolio Managers in India (APMI) portal.

Verified at: https://www.apmiindia.org/apmi/welcomeiaperformance.htm?action=PMSmenu

Performance Table #

Trailing Returns (%)	1m return	3m return	6m return	1y return	2y return	3y return	5y return	10y return	Since inception return
Agreya Capital Advisors LLP Total Return Enhancer	5.32%	10.97%	3.14%	14.17%	9.75%	19.57%	14.76%	-	15.95%
S&P BSE 500 TRI	-0.17%	-2.34%	-5.39%	-0.07%	4.14%	13.46%	12.29%	-	13.02%

Portfolio Holdings

Holding	%

Sector Allocation

Holding	%

Market Cap Allocation

Allocations	%
Large Cap
Mid Cap
Small Cap
Cash

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Disclaimer

#Returns as of 31st May 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.

Related Investment(s)

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Agreya Return Enhancers / Optimizer