Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs BB Bluechip
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
BB Bluechip
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%
3.28%
6 Months
0.72%
16.54%
1 Year
5.79%
15.86%
3 Years
10.15%
—
5 Years
10.22%
—
Since Inception
14.21%
29.22%
Fund Age
3 yrs 4 mo
17 mo
AUM
₹73.68 Cr
₹12.45 Cr
Alpha – 1 Year
−1.75%
12.88%
Alpha – 3 Years
−1.11%
—
Information Ratio – 3 Years
-0.01
—
Volatility – 1 Year
7.11%
23.63%
Volatility – 3 Years
6.16%
—
Beta – 1 Year
0.60
1.27
Beta – 3 Years
0.60
—
Sharpe Ratio – 1 Year
0.11
0.50
Sharpe Ratio – 3 Years
0.91
—
Worst Rolling Year
16.23%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
—
−13.85%
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 53% · M 1% · S 36%
Number of Stocks
—
16
Portfolio P/E
—
18.79
Top 5 Holdings
—
Life Insurance Corporation of India · 16.80%
Indian Energy Exchange Ltd · 10.78%
Bajaj Holdings & Investment Ltd · 7.29%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 7.22%
Sun Pharmaceutical Industries Ltd · 7.21%
Top Sectors
—
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%