Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.18%
2.64%
6 Months
0.72%
5.29%
1 Year
5.79%
2.64%
3 Years
10.15%
8.64%
5 Years
10.22%
—
Since Inception
14.21%
12.31%
Fund Age
3 yrs 4 mo
3 yrs 11 mo
AUM
₹73.68 Cr
₹56.94 Cr
Alpha – 1 Year
−1.75%
−2.08%
Alpha – 3 Years
−1.11%
−3.45%
Information Ratio – 3 Years
-0.01
-0.33
Volatility – 1 Year
7.11%
19.56%
Volatility – 3 Years
6.16%
17.76%
Beta – 1 Year
0.60
1.08
Beta – 3 Years
0.60
1.07
Sharpe Ratio – 1 Year
0.11
-0.05
Sharpe Ratio – 3 Years
0.91
0.31
Worst Rolling Year
16.23%
8.64%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
—
−25.57%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.17%
14.83%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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%
0% / 0% / 0%