Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Incred Active Momentum Strategy
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%
2.70%
6 Months
0.72%
4.80%
1 Year
5.79%
0.40%
3 Years
10.15%
—
5 Years
10.22%
—
Since Inception
14.21%
2.40%
Fund Age
3 yrs 4 mo
17 mo
AUM
₹73.68 Cr
₹16.3 Cr
Alpha – 1 Year
−1.75%
−2.60%
Alpha – 3 Years
−1.11%
—
Information Ratio – 3 Years
-0.01
—
Volatility – 1 Year
7.11%
17.55%
Volatility – 3 Years
6.16%
—
Beta – 1 Year
0.60
0.97
Beta – 3 Years
0.60
—
Sharpe Ratio – 1 Year
0.11
-0.19
Sharpe Ratio – 3 Years
0.91
—
Worst Rolling Year
16.23%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
—
−14.81%
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 61% · M 36%
Number of Stocks
—
25
Portfolio P/E
—
33.22
Top 5 Holdings
—
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
—
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—