Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Alpha Alternatives - Systematic Equity
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Alpha Alternatives - Systematic Equity
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%
1.47%
6 Months
0.72%
3.88%
1 Year
5.79%
−7.98%
3 Years
10.15%
11.06%
5 Years
10.22%
10.06%
Since Inception
14.21%
11.56%
Fund Age
3 yrs 4 mo
5 yrs 3 mo
AUM
₹73.68 Cr
₹106.37 Cr
Alpha – 1 Year
−1.75%
−10.96%
Alpha – 3 Years
−1.11%
−0.82%
Information Ratio – 3 Years
-0.01
0.00
Volatility – 1 Year
7.11%
16.00%
Volatility – 3 Years
6.16%
17.59%
Beta – 1 Year
0.60
0.79
Beta – 3 Years
0.60
0.97
Sharpe Ratio – 1 Year
0.11
-0.78
Sharpe Ratio – 3 Years
0.91
0.42
Worst Rolling Year
16.23%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.17%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%