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ABN - Flagship Equity vs Agreya Momentum

ABN - Flagship Equity

Agreya Momentum

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Growth of ₹1 Crore

ABN - Flagship Equity

Agreya Momentum

Return for the risk

3 yrs return

10%

15%

Agreya Momentum

8.2% • vol 15.9%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

2.96%

2.01%

6 Months

14.37%

−6.39%

1 Year

—

−0.30%

3 Years

—

8.15%

5 Years

—

6.89%

Since Inception

13.39%

10.58%

Fund Age

7 mo

4 yrs 2 mo

AUM

₹19.88 Cr

₹203.15 Cr

Alpha – 1 Year

—

0.05%

Alpha – 3 Years

—

−0.85%

Information Ratio – 3 Years

—

-0.08

Volatility – 1 Year

—

17.22%

Volatility – 3 Years

—

15.94%

Beta – 1 Year

—

0.94

Beta – 3 Years

—

0.95

Sharpe Ratio – 1 Year

—

-0.24

Sharpe Ratio – 3 Years

—

0.25

Worst Rolling Year

—

14.66%

Value at Worst Rolling Year

—

₹1.15 Cr

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

20.47%

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

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

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

3% / 2% / 1%

0% / 0% / 0%

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