Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.18%
1.47%
6 Months
0.72%
5.42%
1 Year
5.79%
9.64%
3 Years
10.15%
10.36%
5 Years
10.22%
7.75%
Since Inception
14.21%
11.08%
Fund Age
3 yrs 4 mo
9 yrs 11 mo
AUM
₹73.68 Cr
₹66.05 Cr
Alpha – 1 Year
−1.75%
9.99%
Alpha – 3 Years
−1.11%
1.36%
Information Ratio – 3 Years
-0.01
0.51
Volatility – 1 Year
7.11%
17.05%
Volatility – 3 Years
6.16%
14.23%
Beta – 1 Year
0.60
1.05
Beta – 3 Years
0.60
1.00
Sharpe Ratio – 1 Year
0.11
0.31
Sharpe Ratio – 3 Years
0.91
0.40
Worst Rolling Year
16.23%
0.57%
Value at Worst Rolling Year
₹1.16 Cr
₹1.01 Cr
Deepest Drawdown
—
−17.08%
Recovery Period
—
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
18.17%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 84% · M 12%
Number of Stocks
—
23
Portfolio P/E
—
—
Top 5 Holdings
—
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
—
—
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—