Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Invesco - Challengers
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%
1.41%
6 Months
0.72%
13.18%
1 Year
5.79%
2.91%
3 Years
10.15%
14.27%
5 Years
10.22%
—
Since Inception
14.21%
11.83%
Fund Age
3 yrs 4 mo
4 yrs 11 mo
AUM
₹73.68 Cr
₹31.01 Cr
Alpha – 1 Year
−1.75%
−1.81%
Alpha – 3 Years
−1.11%
2.18%
Information Ratio – 3 Years
-0.01
0.24
Volatility – 1 Year
7.11%
18.67%
Volatility – 3 Years
6.16%
17.11%
Beta – 1 Year
0.60
0.97
Beta – 3 Years
0.60
0.95
Sharpe Ratio – 1 Year
0.11
-0.04
Sharpe Ratio – 3 Years
0.91
0.56
Worst Rolling Year
16.23%
12.64%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
—
−24.73%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.17%
17.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 37% · M 30% · S 33%
Number of Stocks
—
26
Portfolio P/E
—
54.84
Top 5 Holdings
—
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—