Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Capitalmind - Adaptive Momentum
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Capitalmind - Adaptive Momentum
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.18%
−3.10%
6 Months
0.72%
2.63%
1 Year
5.79%
−0.59%
3 Years
10.15%
7.10%
5 Years
10.22%
6.17%
Since Inception
14.21%
16.60%
Fund Age
3 yrs 4 mo
7 yrs 4 mo
AUM
₹73.68 Cr
₹226.32 Cr
Alpha – 1 Year
−1.75%
−0.16%
Alpha – 3 Years
−1.11%
−1.47%
Information Ratio – 3 Years
-0.01
-0.04
Volatility – 1 Year
7.11%
15.34%
Volatility – 3 Years
6.16%
19.64%
Beta – 1 Year
0.60
0.73
Beta – 3 Years
0.60
0.82
Sharpe Ratio – 1 Year
0.11
-0.32
Sharpe Ratio – 3 Years
0.91
0.17
Worst Rolling Year
16.23%
7.10%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
—
−28.77%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.17%
24.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%