Expert-managed portfolios tailored to your financial goals.
The strategy focuses on identifying and holding fundamentally strong businesses, building a concentrated yet well-researched portfolio designed to compound wealth over the long term
Shailendra Agarwal is the Managing Partner at Agreya Capital Advisors LLP, with over two decades of experience in bankin... Shailendra Agarwal is the Managing Partner at Agreya Capital Advisors LLP, with over two decades of experience in banking and capital markets. Before co-founding Agreya in 2018, he worked as a Director at Deutsche Bank for 11 years and as a Manager at ICICI Bank. He holds a PGDM from IIM Lucknow and a B.Com from Savitribai Phule Pune University. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -1.11% | 0.45% | -1.56% |
| 3 Months | -6.02% | -3.13% | -2.89% |
| 6 Months | 4.96% | 3.24% | 1.72% |
| 1 Year | 20.13% | 17.3% | 2.83% |
| 2 Year | 5.35% | 8.09% | -2.74% |
| 3 Year | 18.49% | 17.66% | 0.83% |
| 5 Year | 16.5% | 14.78% | 1.72% |
| Since Inception | 19.06% | 13.62% | 5.44% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.59% | -1.11% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -0.25% | -1.56% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -10.85% | -15.4% | 5.72% | 1.29% | 5.93% | 6.52% | -3.19% | -2.16% | 1.63% | 0.07% | 2.37% | -1.44% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 0.04% | 0.96% | -0.24% |
| Alpha | -7.42% | -7.66% | -1.6% | -1.89% | 2.39% | 2.84% | -0.48% | -0.41% | 0.39% | 0.03% | 1.41% | -1.2% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 8.89% | -4.7% | 7.51% | 6.36% | 5.31% | 1.48% | 0.06% | 2.16% | 0.02% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 5.45% | -5.53% | 0.46% | 1.92% | 4.35% | -0.61% | 6.51% | 2.1% | 1.52% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 276.2 | 273.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 262.6 | 222.7 | 235.2 | 238.3 | 252.7 | 273.3 | 266.4 | 261.4 | 260.9 | 284.6 | 289.5 | 285.1 |
| 2024 | -- | -- | -- | 219 | 214.7 | 235.9 | 255.4 | 271.7 | 280.2 | 282.6 | 296.7 | 297.4 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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