Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.3%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.18%
2.31%
6 Months
0.72%
2.53%
1 Year
5.79%
6.47%
3 Years
10.15%
7.48%
5 Years
10.22%
—
Since Inception
14.21%
8.12%
Fund Age
3 yrs 4 mo
3 yrs 3 mo
AUM
₹73.68 Cr
₹32.76 Cr
Alpha – 1 Year
−1.75%
−0.39%
Alpha – 3 Years
−1.11%
−3.56%
Information Ratio – 3 Years
-0.01
-0.35
Volatility – 1 Year
7.11%
5.60%
Volatility – 3 Years
6.16%
5.15%
Beta – 1 Year
0.60
0.43
Beta – 3 Years
0.60
0.49
Sharpe Ratio – 1 Year
0.11
0.22
Sharpe Ratio – 3 Years
0.91
0.41
Worst Rolling Year
16.23%
6.82%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
—
−8.35%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.17%
7.67%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%