Agreya
Agreya · Portfolio Management Services
Momentum is a PMS (Portfolio Management Services) strategy from Agreya. It has returned -8.20% over 1 year, +4.10% over 3 years, +5.20% over 5 years, as reported by the fund manager. It manages about ₹177 crore. The minimum investment in any PMS is ₹50 lakh.
Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.
Momentum has returned -7.40% (1 month), -6.50% (3 months), -0.70% (6 months), -8.20% (1 year), +4.10% (3 years), +5.20% (5 years), +13.40% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Momentum is offered by Agreya, a SEBI-registered portfolio manager.