Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Agreya Multi-Asset Enhancer
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Agreya Multi-Asset Enhancer
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
1.18%
6 Months
−6.39%
0.72%
1 Year
−0.30%
5.79%
3 Years
8.15%
10.15%
5 Years
6.89%
10.22%
Since Inception
10.58%
14.21%
Fund Age
4 yrs 2 mo
3 yrs 4 mo
AUM
₹203.15 Cr
₹73.68 Cr
Alpha – 1 Year
0.05%
−1.75%
Alpha – 3 Years
−0.85%
−1.11%
Information Ratio – 3 Years
-0.08
-0.01
Volatility – 1 Year
17.22%
7.11%
Volatility – 3 Years
15.94%
6.16%
Beta – 1 Year
0.94
0.60
Beta – 3 Years
0.95
0.60
Sharpe Ratio – 1 Year
-0.24
0.11
Sharpe Ratio – 3 Years
0.25
0.91
Worst Rolling Year
14.66%
16.23%
Value at Worst Rolling Year
₹1.15 Cr
₹1.16 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
18.17%
5-Year Rolling Windows Positive
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—
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%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%