Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Buoyant - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.18%
1.73%
6 Months
0.72%
2.87%
1 Year
5.79%
8.13%
3 Years
10.15%
16.18%
5 Years
10.22%
18.39%
Since Inception
14.21%
20.76%
Fund Age
3 yrs 4 mo
10 yrs
AUM
₹73.68 Cr
₹12,257.23 Cr
Alpha – 1 Year
−1.75%
5.15%
Alpha – 3 Years
−1.11%
4.29%
Information Ratio – 3 Years
-0.01
0.41
Volatility – 1 Year
7.11%
17.45%
Volatility – 3 Years
6.16%
14.35%
Beta – 1 Year
0.60
0.98
Beta – 3 Years
0.60
0.87
Sharpe Ratio – 1 Year
0.11
0.22
Sharpe Ratio – 3 Years
0.91
0.68
Worst Rolling Year
16.23%
-5.58%
Value at Worst Rolling Year
₹1.16 Cr
₹0.94 Cr
Deepest Drawdown
—
−13.15%
Recovery Period
—
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
18.17%
23.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 55% · M 21% · S 12%
Number of Stocks
—
40
Portfolio P/E
—
24.82
Top 5 Holdings
—
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%