Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Amaltas Strategic Opportunities Series 1
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Amaltas Strategic Opportunities Series 1
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.18%
−4.23%
6 Months
0.72%
27.28%
1 Year
5.79%
43.55%
3 Years
10.15%
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5 Years
10.22%
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Since Inception
14.21%
38.04%
Fund Age
3 yrs 4 mo
13 mo
AUM
₹73.68 Cr
₹5.93 Cr
Alpha – 1 Year
−1.75%
38.83%
Alpha – 3 Years
−1.11%
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Information Ratio – 3 Years
-0.01
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Volatility – 1 Year
7.11%
30.08%
Volatility – 3 Years
6.16%
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Beta – 1 Year
0.60
1.47
Beta – 3 Years
0.60
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Sharpe Ratio – 1 Year
0.11
1.18
Sharpe Ratio – 3 Years
0.91
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Worst Rolling Year
16.23%
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Value at Worst Rolling Year
₹1.16 Cr
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Deepest Drawdown
—
−12.33%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.17%
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5-Year Rolling Windows Positive
—
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
—
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Top 5 Holdings
—
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Top Sectors
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Fixed Fee
2.00% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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