Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
CREDENT AIM MULTI CAP STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.18%
1.48%
6 Months
0.72%
11.85%
1 Year
5.79%
11.16%
3 Years
10.15%
13.35%
5 Years
10.22%
—
Since Inception
14.21%
21.99%
Fund Age
3 yrs 4 mo
3 yrs 5 mo
AUM
₹73.68 Cr
₹41.04 Cr
Alpha – 1 Year
−1.75%
6.44%
Alpha – 3 Years
−1.11%
1.26%
Information Ratio – 3 Years
-0.01
0.11
Volatility – 1 Year
7.11%
21.97%
Volatility – 3 Years
6.16%
19.58%
Beta – 1 Year
0.60
1.20
Beta – 3 Years
0.60
1.06
Sharpe Ratio – 1 Year
0.11
0.35
Sharpe Ratio – 3 Years
0.91
0.47
Worst Rolling Year
16.23%
13.36%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
—
−23.16%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.17%
16.60%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
NGL Fine Chem Ltd · 9.61%
Cartrade Tech Ltd · 7.90%
GPT Healthcare Ltd · 6.59%
Multi Commodity Exchange of India Ltd · 6.17%
SBI Cards & Payment Services Ltd · 5.39%
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%
2% / 0% / 0%