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Agreya Total Return

Agreya Total Return is a Equity Portfolio Management Service launched by Agreya Capital Advisors Llp on September 2018. Managed by Shailendra Agarwal, the fund holds ₹323 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 17.14% (1Y), 19.43% CAGR (3Y), 20.69% since inception. Performance data as of July 2026.

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Agreya Total Return

Agreya Capital Advisors Llp

322.77 CR AUM

Agreya Total Return

Agreya Total Return

Agreya Capital Advisors Llp

322.77 CR AUM

BSE 500 TRI
Benchmark
7yr 10mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
7yr 10mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

shailendra agarwal

Fund Manager
EQUITYStrategies

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.

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.

What is this fund's investment objective?

The primary objective of the Investment Approach is to generate high capital appreciation through a curated basket of equity investments with patient long-term orientation.

How has Agreya Total Return performed?

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Wealth Creation Calculator

1M IA return
1.12%
1M benchmark return
1.73%
Alpha
-0.61%
1M Wealth multiple
1.01x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
1.12%
1M benchmark return
1.73%
Alpha
-0.61%
1M Wealth multiple
1.01x

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