Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.18%
11.42%
6 Months
0.72%
35.03%
1 Year
5.79%
37.21%
3 Years
10.15%
27.05%
5 Years
10.22%
21.76%
Since Inception
14.21%
19.33%
Fund Age
3 yrs 4 mo
6 yrs 10 mo
AUM
₹73.68 Cr
₹2,975 Cr
Alpha – 1 Year
−1.75%
23.77%
Alpha – 3 Years
−1.11%
6.78%
Information Ratio – 3 Years
-0.01
5.24
Volatility – 1 Year
7.11%
18.59%
Volatility – 3 Years
6.16%
19.39%
Beta – 1 Year
0.60
1.23
Beta – 3 Years
0.60
1.12
Sharpe Ratio – 1 Year
0.11
1.44
Sharpe Ratio – 3 Years
0.91
0.98
Worst Rolling Year
16.23%
-6.18%
Value at Worst Rolling Year
₹1.16 Cr
₹0.94 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
18.17%
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%