Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Anand Rathi Advisors - Decennium Opportunity
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Anand Rathi Advisors - Decennium Opportunity
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.18%
1.56%
6 Months
0.72%
11.47%
1 Year
5.79%
5.40%
3 Years
10.15%
7.77%
5 Years
10.22%
—
Since Inception
14.21%
9.99%
Fund Age
3 yrs 4 mo
4 yrs 9 mo
AUM
₹73.68 Cr
₹144.91 Cr
Alpha – 1 Year
−1.75%
0.68%
Alpha – 3 Years
−1.11%
−4.32%
Information Ratio – 3 Years
-0.01
0.13
Volatility – 1 Year
7.11%
24.35%
Volatility – 3 Years
6.16%
20.17%
Beta – 1 Year
0.60
1.26
Beta – 3 Years
0.60
1.11
Sharpe Ratio – 1 Year
0.11
0.11
Sharpe Ratio – 3 Years
0.91
0.39
Worst Rolling Year
16.23%
7.72%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
—
−31.10%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.17%
12.92%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 33% · M 4% · S 58%
Number of Stocks
—
15
Portfolio P/E
—
50.52
Top 5 Holdings
—
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Top Sectors
—
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%