Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Ayan-PriceBridge TM Select Stocks
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Ayan-PriceBridge TM Select Stocks
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%
1.10%
6 Months
0.72%
10.24%
1 Year
5.79%
—
3 Years
10.15%
—
5 Years
10.22%
—
Since Inception
14.21%
20.46%
Fund Age
3 yrs 4 mo
7 mo
AUM
₹73.68 Cr
₹13.3 Cr
Alpha – 1 Year
−1.75%
—
Alpha – 3 Years
−1.11%
—
Information Ratio – 3 Years
-0.01
—
Volatility – 1 Year
7.11%
—
Volatility – 3 Years
6.16%
—
Beta – 1 Year
0.60
—
Beta – 3 Years
0.60
—
Sharpe Ratio – 1 Year
0.11
—
Sharpe Ratio – 3 Years
0.91
—
Worst Rolling Year
16.23%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.17%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 21% · M 22% · S 31%
Number of Stocks
—
23
Portfolio P/E
—
68.31
Top 5 Holdings
—
ICICI Pru Silver ETF · 11.67%
DSP Gold ETF · 8.38%
Cash & Cash Equivalent · 6.44%
Laurus Labs Ltd · 4.76%
Bajaj Finance Ltd · 4.59%
Top Sectors
—
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%