Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs ArthAlpha Machine Learning Equity Quant
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
ArthAlpha Machine Learning Equity Quant
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%
2.31%
6 Months
0.72%
5.63%
1 Year
5.79%
10.47%
3 Years
10.15%
—
5 Years
10.22%
—
Since Inception
14.21%
6.92%
Fund Age
3 yrs 4 mo
1 yr 10 mo
AUM
₹73.68 Cr
₹64.41 Cr
Alpha – 1 Year
−1.75%
5.75%
Alpha – 3 Years
−1.11%
—
Information Ratio – 3 Years
-0.01
—
Volatility – 1 Year
7.11%
17.22%
Volatility – 3 Years
6.16%
—
Beta – 1 Year
0.60
0.92
Beta – 3 Years
0.60
—
Sharpe Ratio – 1 Year
0.11
0.36
Sharpe Ratio – 3 Years
0.91
—
Worst Rolling Year
16.23%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
—
−11.60%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.17%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 33% · M 60% · S 3%
Number of Stocks
—
35
Portfolio P/E
—
35.94
Top 5 Holdings
—
BSE Ltd · 4.95%
Multi Commodity Exchange of India Ltd · 4.44%
Oracle Financial Services Software Ltd · 4.41%
Coforge Ltd · 3.67%
NLC India Ltd · 3.63%
Top Sectors
—
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—