Vinay Arya
Fund Manager
Vinay Arya holds an MBA from FMS Delhi and achieved All India ranker status in CA, CS, and B.Com (Honours) from 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
We focus on companies exhibiting strong and/or expanding market dominance. Our investment strategy prioritizes businesses demonstrating consistent and sustainable growth trajectories. We maintain a strict exclusion of companies with concerns regarding corporate governance standards. Preference is given to enterprises with transparent and comprehensible business operations. Portfolio adjustments are managed dynamically, with portfolio turnover being an acceptable mechanism for value enhancement.
Investment Objective
We identify and invest in companies demonstrating a robust or expanding market position. Our investment philosophy prioritizes businesses exhibiting consistent and sustainable expansion. We maintain a strict exclusion policy for companies with demonstrable concerns regarding corporate governance. Furthermore, we favor enterprises with transparent and comprehensible operational structures. Portfolio adjustments are executed with strategic flexibility, recognizing that prudent portfolio turnover is a beneficial tool.
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%
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Disclaimer
Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent 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.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)