Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.3%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.18%
6.38%
6 Months
0.72%
30.29%
1 Year
5.79%
21.45%
3 Years
10.15%
18.94%
5 Years
10.22%
—
Since Inception
14.21%
23.25%
Fund Age
3 yrs 4 mo
3 yrs 1 mo
AUM
₹73.68 Cr
₹185.04 Cr
Alpha – 1 Year
−1.75%
16.73%
Alpha – 3 Years
−1.11%
6.85%
Information Ratio – 3 Years
-0.01
0.59
Volatility – 1 Year
7.11%
29.11%
Volatility – 3 Years
6.16%
25.42%
Beta – 1 Year
0.60
1.26
Beta – 3 Years
0.60
1.13
Sharpe Ratio – 1 Year
0.11
0.62
Sharpe Ratio – 3 Years
0.91
0.60
Worst Rolling Year
16.23%
18.95%
Value at Worst Rolling Year
₹1.16 Cr
₹1.19 Cr
Deepest Drawdown
—
−27.74%
Recovery Period
—
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.17%
20.62%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
40
Portfolio P/E
—
39.98
Top 5 Holdings
—
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
—
—
Fixed Fee
2.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%