Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.18%
0.67%
6 Months
0.72%
6.20%
1 Year
5.79%
9.45%
3 Years
10.15%
11.74%
5 Years
10.22%
—
Since Inception
14.21%
12.77%
Fund Age
3 yrs 4 mo
3 yrs 7 mo
AUM
₹73.68 Cr
₹223.43 Cr
Alpha – 1 Year
−1.75%
9.88%
Alpha – 3 Years
−1.11%
3.17%
Information Ratio – 3 Years
-0.01
0.40
Volatility – 1 Year
7.11%
16.24%
Volatility – 3 Years
6.16%
16.22%
Beta – 1 Year
0.60
0.89
Beta – 3 Years
0.60
1.02
Sharpe Ratio – 1 Year
0.11
0.30
Sharpe Ratio – 3 Years
0.91
0.44
Worst Rolling Year
16.23%
11.49%
Value at Worst Rolling Year
₹1.16 Cr
₹1.11 Cr
Deepest Drawdown
—
−24.20%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.17%
13.89%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 45% · M 31% · S 19%
Number of Stocks
—
96
Portfolio P/E
—
27.01
Top 5 Holdings
—
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
—
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.00% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%