Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Samvitti-PMS Aggressive Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.18%
10.24%
6 Months
0.72%
31.65%
1 Year
5.79%
26.47%
3 Years
10.15%
18.72%
5 Years
10.22%
16.28%
Since Inception
14.21%
14.51%
Fund Age
3 yrs 4 mo
10 yrs 10 mo
AUM
₹73.68 Cr
₹423.36 Cr
Alpha – 1 Year
−1.75%
21.75%
Alpha – 3 Years
−1.11%
6.63%
Information Ratio – 3 Years
-0.01
0.36
Volatility – 1 Year
7.11%
28.25%
Volatility – 3 Years
6.16%
24.90%
Beta – 1 Year
0.60
1.32
Beta – 3 Years
0.60
1.13
Sharpe Ratio – 1 Year
0.11
0.78
Sharpe Ratio – 3 Years
0.91
0.60
Worst Rolling Year
16.23%
-5.98%
Value at Worst Rolling Year
₹1.16 Cr
₹0.94 Cr
Deepest Drawdown
—
−31.67%
Recovery Period
—
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
18.17%
14.66%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 82%
Number of Stocks
—
62
Portfolio P/E
—
61.63
Top 5 Holdings
—
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
—
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%