Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Ambit Investment Advisors - Coffee Can
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%
1.07%
6 Months
0.72%
0.22%
1 Year
5.79%
−0.22%
3 Years
10.15%
10.30%
5 Years
10.22%
7.32%
Since Inception
14.21%
13.09%
Fund Age
3 yrs 4 mo
9 yrs 5 mo
AUM
₹73.68 Cr
₹1,137.66 Cr
Alpha – 1 Year
−1.75%
0.13%
Alpha – 3 Years
−1.11%
1.30%
Information Ratio – 3 Years
-0.01
0.24
Volatility – 1 Year
7.11%
15.66%
Volatility – 3 Years
6.16%
13.99%
Beta – 1 Year
0.60
0.91
Beta – 3 Years
0.60
0.93
Sharpe Ratio – 1 Year
0.11
-0.28
Sharpe Ratio – 3 Years
0.91
0.40
Worst Rolling Year
16.23%
-24.48%
Value at Worst Rolling Year
₹1.16 Cr
₹0.76 Cr
Deepest Drawdown
—
−68.16%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
100.00%
99.28%
Median Rolling Year
18.17%
13.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 67% · M 13% · S 12%
Number of Stocks
—
25
Portfolio P/E
—
36.65
Top 5 Holdings
—
Cash & Cash Equivalent · 10.00%
HDFC Bank Ltd · 9.00%
Eicher Motors Ltd · 7.00%
Eternal Ltd · 7.00%
Bharti Airtel Ltd · 6.00%
Top Sectors
—
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
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%