Our read
₹100 grew to ₹139.5 since inception (+10.5% CAGR), behind its filed benchmark on the same window, with a max drawdown of −23.7%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+7.0%
−1.8% vs benchmark
Since inception
+10.5%
Max drawdown
−23.7%
Volatility
+15.6%
Peer position
Loading peer ranks…
Performance
Agreya Momentum₹139.5Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.1% | +3.8% | −12.7% | +8.2% | +0.3% | −2.2% | −1.0% | +2.0% | −3.9% | ||||
| 2025 | −5.8% | −4.3% | +3.1% | +2.1% | +2.6% | +4.4% | −4.5% | −1.0% | +0.6% | +0.0% | +1.1% | −1.6% | −3.8% |
| 2024 | +6.3% | +6.5% | −2.2% | +3.8% | +1.2% | +3.4% | +4.4% | −2.7% | −0.1% | −7.5% | +0.5% | −1.9% | +11.2% |
| 2023 | +5.0% | +6.2% | +2.8% | −0.8% | +3.7% | −2.6% | +7.4% | +10.1% | +35.8% |
Metrics
Tearsheet- 1M return
- +2.0%
- 3M return
- −1.2%
- 6M return
- −6.4%
- 1Y return
- −3.8%
- 2Y CAGR
- −8.3%
- 3Y CAGR
- +7.0%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +10.5%
- Total return
- +39.5%
- Average month
- +0.9%
- Median month
- +0.9%
- Average up month
- +3.7%
- Best month
- +10.1%
- Best rolling 12M
- +56.1%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Agreya Momentum performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Agreya Momentum performed?
- Agreya Momentum (Agreya Capital Advisors LLP) shows CAGR 10.49% and max drawdown -23.72% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Agreya Momentum CAGR / max drawdown?
- CAGR is 10.49%; max drawdown is -23.72%. We only publish CAGR when there are enough months (≥12 on this track of 40 months). Learn more
- Where do Agreya Momentum returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Agreya Momentum?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more