Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Alchemy Alpha 100
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Alchemy Alpha 100
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
0.71%
6 Months
−6.39%
0.51%
1 Year
−0.30%
12.01%
3 Years
8.15%
12.45%
5 Years
6.89%
—
Since Inception
10.58%
12.40%
Fund Age
4 yrs 2 mo
3 yrs
AUM
₹203.15 Cr
₹22.7 Cr
Alpha – 1 Year
0.05%
12.36%
Alpha – 3 Years
−0.85%
3.45%
Information Ratio – 3 Years
-0.08
0.50
Volatility – 1 Year
17.22%
19.89%
Volatility – 3 Years
15.94%
17.57%
Beta – 1 Year
0.94
1.18
Beta – 3 Years
0.95
1.20
Sharpe Ratio – 1 Year
-0.24
0.40
Sharpe Ratio – 3 Years
0.25
0.46
Worst Rolling Year
14.66%
12.43%
Value at Worst Rolling Year
₹1.15 Cr
₹1.12 Cr
Deepest Drawdown
—
−26.54%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
12.71%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 99%
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%
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
Top Sectors
—
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—