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Agreya
Agreya · Portfolio Management Services
Total Return is a PMS (Portfolio Management Services) strategy from Agreya. It has returned +21.40% over 1 year, +13.70% over 3 years, +10.70% over 5 years, as reported by the fund manager. It manages about ₹337 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.
Total Return has returned -6.10% (1 month), -0.30% (3 months), +29.30% (6 months), +21.40% (1 year), +13.70% (3 years), +10.70% (5 years), +25.00% (Since inception). Periods over one year are annualised.
SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.
Total Return is offered by Agreya, a SEBI-registered portfolio manager.
