Portfolio Management Services (PMS)Compare Schemes
Agreya Multi-Asset Enhancer vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Agreya Multi-Asset Enhancer
SVAN Velocity
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.18%
3.40%
6 Months
0.72%
21.77%
1 Year
5.79%
16.05%
3 Years
10.15%
23.24%
5 Years
10.22%
—
Since Inception
14.21%
24.82%
Fund Age
3 yrs 4 mo
3 yrs 1 mo
AUM
₹73.68 Cr
₹415.03 Cr
Alpha – 1 Year
−1.75%
11.33%
Alpha – 3 Years
−1.11%
11.15%
Information Ratio – 3 Years
-0.01
0.72
Volatility – 1 Year
7.11%
25.50%
Volatility – 3 Years
6.16%
24.35%
Beta – 1 Year
0.60
1.34
Beta – 3 Years
0.60
1.27
Sharpe Ratio – 1 Year
0.11
0.50
Sharpe Ratio – 3 Years
0.91
0.77
Worst Rolling Year
16.23%
23.24%
Value at Worst Rolling Year
₹1.16 Cr
₹1.23 Cr
Deepest Drawdown
—
−25.33%
Recovery Period
—
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.17%
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 2% · S 95%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –