Strength
Paid well for the ride
Sharpe of 1.86 means return more than paid for the volatility on this sample. Sortino sits at 1.48.
Agreya Multi-Asset Performance
MULTI ASSETNifty Multi-Asset
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Agreya Capital Advisors LLP
Age: 40 months
Trailing return from filed months
- 1Y
- 6.43%
- 3Y
- 9.76%
- 5Y
- Needs 60 months
- CAGR
- 10.35%
- Max DD
- -5.78%
- Calmar
- 1.79
- Track
- 40 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Rolling CAGR (3Y)
9.72%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Strength
Shallow peak-to-trough
Worst drop was -5.8%. Typical drawdowns ran nearer -0.4%. Milder than most equity PMS paths on file.
Strength
Green months were normal
+80.0% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 80%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
38.85%
Annualised Return
10.35%
Hit Rate
80.00%
Maximum Drawdown
-5.78%
Annualised Volatility
5.38%
Sharpe Ratio
1.86
Sortino Ratio
1.48
Consistency Score
80.0%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 13.29%
- Worst Year Return P
- 3.05%
- Median Annual Return P
- 9.06%
- Average Monthly Return P
- 0.84%
- Geometric Mean Return P
- 0.82%
- Average Drawdown P
- -0.39%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 5 mo
- Average Drawdown Duration P
- 3 mo
- Time to Recovery P
- 4 mo
- Return / Max Drawdown P
- 1.79
- Return / Avg Drawdown P
- 26.83
- Ulcer Index P
- 1.06%
- Positive Rolling Periods % P
- 72.50%
- Return Stability Score P
- 64.33
- Return Persistence P
- -0.06
- Worst Rolling 12M Return P
- 1.24%
- Best Rolling 12M Return P
- 18.87%
- Maximum Monthly Loss P
- -5.38%
- Worst 3-Month Period P
- -5.46%
- Worst 6-Month Period P
- -3.80%
- Return Smoothness Index P
- 43.65
- Pain Adjusted Return P
- 26.83%
- Worst Case Investor Entry P
- 1.24%
- Capital Preservation Score P
- 94.22%
- Aggressiveness Score P
- 1.55%
- Recovery Efficiency P
- 1.79
- Downside Volatility R
- 5.98%
- Upside Volatility R
- 3.47%
- Time in Drawdown % R
- 30.00%
- VaR 95% R
- -1.72%
- VaR 99% R
- -2.78%
- CVaR 95% R
- -5.38%
- CVaR 99% R
- -5.38%
- Semi Variance R
- 0.0003
- Volatility of Drawdowns R
- 1.00%
- CAGR per Unit Drawdown R
- 1.79
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 3.05%
- Return Skewness C
- -1.29
- Return Kurtosis C
- 6.02
- Coefficient of Variation C
- 1.86
- Calmar Ratio C
- 1.79
- Sterling Ratio C
- 1.79
- Burke Ratio C
- 1.65
Filings
Month-end SEBI filings. Missing months stay blank.
Agreya Multi-Asset performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Agreya Multi-Asset performed?
- Agreya Multi-Asset (Agreya Capital Advisors LLP) shows CAGR 10.35% and max drawdown -5.78% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Agreya Multi-Asset CAGR / max drawdown?
- CAGR is 10.35%; max drawdown is -5.78%. We only publish CAGR when there are enough months (≥12 on this track of 40 months). Learn more
- Where do Agreya Multi-Asset returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Agreya Multi-Asset?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more