Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Alchemy - Ascent
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Alchemy - Ascent
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.18%
4.39%
6 Months
0.72%
8.65%
1 Year
5.79%
14.07%
3 Years
10.15%
8.50%
5 Years
10.22%
7.26%
Since Inception
14.21%
13.68%
Fund Age
3 yrs 4 mo
6 yrs 11 mo
AUM
₹73.68 Cr
₹234.24 Cr
Alpha – 1 Year
−1.75%
9.35%
Alpha – 3 Years
−1.11%
−3.59%
Information Ratio – 3 Years
-0.01
-0.32
Volatility – 1 Year
7.11%
17.05%
Volatility – 3 Years
6.16%
19.82%
Beta – 1 Year
0.60
0.90
Beta – 3 Years
0.60
1.09
Sharpe Ratio – 1 Year
0.11
0.55
Sharpe Ratio – 3 Years
0.91
0.25
Worst Rolling Year
16.23%
4.86%
Value at Worst Rolling Year
₹1.16 Cr
₹1.05 Cr
Deepest Drawdown
—
−34.92%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.17%
16.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 25% · M 33% · S 39%
Number of Stocks
—
70
Portfolio P/E
—
29.14
Top 5 Holdings
—
Eicher Motors Ltd · 5.45%
Apar Industries Ltd · 5.43%
Glenmark Pharmaceuticals Ltd · 4.49%
CCL Products (India) Ltd · 4.47%
SPR Auto Technologies Ltd · 4.30%
Top Sectors
—
Financial Services · 29.09%
Capital Goods · 19.43%
Automobile and Auto Components · 15.86%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%