Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Carnelian Capital - Shift Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.18%
4.38%
6 Months
0.72%
19.54%
1 Year
5.79%
15.57%
3 Years
10.15%
20.08%
5 Years
10.22%
21.78%
Since Inception
14.21%
32.33%
Fund Age
3 yrs 4 mo
5 yrs 10 mo
AUM
₹73.68 Cr
₹5,864.1 Cr
Alpha – 1 Year
−1.75%
10.85%
Alpha – 3 Years
−1.11%
8.00%
Information Ratio – 3 Years
-0.01
1.40
Volatility – 1 Year
7.11%
22.27%
Volatility – 3 Years
6.16%
21.12%
Beta – 1 Year
0.60
1.15
Beta – 3 Years
0.60
1.14
Sharpe Ratio – 1 Year
0.11
0.52
Sharpe Ratio – 3 Years
0.91
0.73
Worst Rolling Year
16.23%
20.10%
Value at Worst Rolling Year
₹1.16 Cr
₹1.20 Cr
Deepest Drawdown
—
−21.05%
Recovery Period
—
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.17%
30.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 15% · M 28% · S 52%
Number of Stocks
—
38
Portfolio P/E
—
29.00
Top 5 Holdings
—
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%