Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Anand Rathi Advisors - Alpha 1 Strategy
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Anand Rathi Advisors - Alpha 1 Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.18%
2.10%
6 Months
0.72%
7.76%
1 Year
5.79%
8.69%
3 Years
10.15%
14.17%
5 Years
10.22%
—
Since Inception
14.21%
18.23%
Fund Age
3 yrs 4 mo
3 yrs 4 mo
AUM
₹73.68 Cr
₹10.3 Cr
Alpha – 1 Year
−1.75%
3.97%
Alpha – 3 Years
−1.11%
2.09%
Information Ratio – 3 Years
-0.01
1.14
Volatility – 1 Year
7.11%
18.17%
Volatility – 3 Years
6.16%
15.44%
Beta – 1 Year
0.60
1.03
Beta – 3 Years
0.60
0.99
Sharpe Ratio – 1 Year
0.11
0.32
Sharpe Ratio – 3 Years
0.91
0.69
Worst Rolling Year
16.23%
13.56%
Value at Worst Rolling Year
₹1.16 Cr
₹1.14 Cr
Deepest Drawdown
—
−19.52%
Recovery Period
—
518 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.17%
15.40%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
—
Number of Stocks
—
15
Portfolio P/E
—
—
Top 5 Holdings
—
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.10% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%