Vinay Arya
Fund Manager
Vinay Arya, MBA (FMS Delhi), All India rank-holder CA, CS, B.Com (H) (SRCC)
Agile Strategy
East Green Advisors LLP
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
6 July 2023
Min. Investment
₹50,00,000
AUM (Cr.)
₹62.49
SIP Available
Yes
STP Available
Yes
Investment Strategy
Investment Approach
Buy companies with significant and/or rising market share, Have a bias for businesses displaying sustainable growth, Avoid companies with questionable corporate governance,Prefer companies with easy-to-understand business models, Modify portfolio with agility – churn is not bad
Investment Objective
Buy companies with significant and/or rising market share, Have a bias for businesses displaying sustainable growth, Avoid companies with questionable corporate governance,Prefer companies with easy-to-understand business models, Modify portfolio with agility – churn is not bad
Performance Returns
Returns as on 2025-12-31
Trailing Returns
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -3.59% | -0.24% | -3.35% |
| 3 MONTHS | 2.06% | 5.02% | -2.96% |
| 6 MONTHS | 0.94% | 1.63% | -0.69% |
| 1 YEAR | -8.72% | 7.63% | -16.35% |
| 2 YEAR | 5.76% | 11.65% | -5.89% |
| SINCE INCEPTION | 12.10% | 16.47% | -4.37% |
Calendar Year Performance
| Year | Return |
|---|---|
| CY 2025 | -8.72% |
| CY 2024 | 22.55% |
Financial Year Performance
| Year | Return |
|---|---|
| FY 26_YTD | 8.52% |
| FY 25 | 2.48% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Managers
Portfolio Details
Portfolio Composition
Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%
Top 5 Holdings
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Top 5 Sectors
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
- Undisclosed N/A
Portfolio Characteristics
total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
2 Yrs, 5 Months
sip
Available
stp
Available
Fee Structure
Fixed Fee
AMC: 1.75%
Variable Fee
AMC: No Option
Hurdle: 6% or 0%
Profit Sharing: 20% Profit Sharing Over 6% Hurdle Rate or 15% Profit on all Profits
Exit Load
Year 1: 1%
Year 2: 0%
Year 3: 0%
Disclaimer
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)