Agreya Portfolio Return Optimiser
Agreya Portfolio Return Optimiser is a Multi_asset Portfolio Management Service launched by Agreya Capital Advisors Llp on March 2022. Managed by Shailendra Agarwal, the fund holds ₹66 Cr in AUM and benchmarks against NSE Multi Asset Index 1. Minimum investment is ₹5000000 lakh. Trailing returns: 9.41% (1Y), 8.76% CAGR (3Y), 11.48% since inception. Performance data as of July 2026.
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Agreya Portfolio Return Optimiser
Agreya Capital Advisors Llp
65.94 CR AUM
Agreya Portfolio Return Optimiser
Agreya Capital Advisors Llp
65.94 CR AUM
NSE Multi Asset Index 1
Benchmark
4yr 4mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 1
Benchmark
4yr 4mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
shailendra agarwal
Fund Manager
MULTI_ASSETStrategies
Shailendra has 17 years of experience in debt capital markets and structured finance. This expericne gives him a unique balance sheet perspective of businesses. He has a keen sense of valuig a business and marrying it with it's business prospects.
arjun narsipur
Fund Manager
MULTI_ASSETStrategies
Arjun is a seasoned finance and markets professional with over 14 years of experience across equity, FX, global markets and treasury risk management. His area of focus is converting investment philosophies into testable, repetable processes and algorithms.
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What is this fund's investment objective?
The primary objective of the Approach is to enhance the returns of underlying equity and debt holdings.
How has Agreya Portfolio Return Optimiser performed?
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1M IA return
0.11%
1M benchmark return
1.49%
Alpha
-1.38%
1M Wealth multiple
1.00x
How has this fund performed vs its benchmark?
2026
2026
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Wealth Creation Calculator
1M IA return
0.11%
1M benchmark return
1.49%
Alpha
-1.38%
1M Wealth multiple
1.00x
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