Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Agreya Momentum
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Agreya Momentum
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
2.01%
6 Months
7.53%
−6.39%
1 Year
10.69%
−0.30%
3 Years
9.96%
8.15%
5 Years
10.97%
6.89%
Since Inception
20.53%
10.58%
Fund Age
14 yrs 7 mo
4 yrs 2 mo
AUM
₹132.39 Cr
₹203.15 Cr
Alpha – 1 Year
5.97%
0.05%
Alpha – 3 Years
−2.13%
−0.85%
Information Ratio – 3 Years
-0.28
-0.08
Volatility – 1 Year
20.88%
17.22%
Volatility – 3 Years
19.08%
15.94%
Beta – 1 Year
1.15
0.94
Beta – 3 Years
1.12
0.95
Sharpe Ratio – 1 Year
0.34
-0.24
Sharpe Ratio – 3 Years
0.32
0.25
Worst Rolling Year
-4.87%
14.66%
Value at Worst Rolling Year
₹0.95 Cr
₹1.15 Cr
Deepest Drawdown
−22.42%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
20.47%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
—
Number of Stocks
23
—
Portfolio P/E
60.38
—
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
Nippon India ETF Nifty 50 BeES · 7.35%
Punjab National Bank · 6.10%
Shriram Finance Ltd · 6.02%
Zydus Lifesciences Ltd · 4.69%
Samvardhana Motherson International Ltd · 4.02%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%