Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs ATLAS - Debt Equity Hybrid Pms Fund
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
ATLAS - Debt Equity Hybrid Pms Fund
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%
−1.41%
6 Months
0.72%
−1.89%
1 Year
5.79%
−1.71%
3 Years
10.15%
14.33%
5 Years
10.22%
13.36%
Since Inception
14.21%
22.84%
Fund Age
3 yrs 4 mo
5 yrs 5 mo
AUM
₹73.68 Cr
₹46.26 Cr
Alpha – 1 Year
−1.75%
−6.43%
Alpha – 3 Years
−1.11%
2.24%
Information Ratio – 3 Years
-0.01
0.22
Volatility – 1 Year
7.11%
19.18%
Volatility – 3 Years
6.16%
17.80%
Beta – 1 Year
0.60
1.02
Beta – 3 Years
0.60
1.04
Sharpe Ratio – 1 Year
0.11
-0.27
Sharpe Ratio – 3 Years
0.91
0.55
Worst Rolling Year
16.23%
13.68%
Value at Worst Rolling Year
₹1.16 Cr
₹1.14 Cr
Deepest Drawdown
—
−20.80%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.17%
21.14%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 69% · M 8% · S 22%
Number of Stocks
—
65
Portfolio P/E
—
28.49
Top 5 Holdings
—
Tata Investment Corporation Ltd · 10.26%
Trent Ltd · 6.85%
Titan Company Ltd · 5.27%
ICICI Bank Ltd · 4.18%
Bajaj Finance Ltd · 4.13%
Top Sectors
—
Financial Services · 38.27%
Information Technology · 9.65%
Consumer Services · 7.89%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%