Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Alchemy Smart Alpha 250
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Alchemy Smart Alpha 250
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
2.23%
6 Months
−6.39%
5.86%
1 Year
−0.30%
18.36%
3 Years
8.15%
18.72%
5 Years
6.89%
—
Since Inception
10.58%
18.90%
Fund Age
4 yrs 2 mo
3 yrs
AUM
₹203.15 Cr
₹750.57 Cr
Alpha – 1 Year
0.05%
13.64%
Alpha – 3 Years
−0.85%
6.63%
Information Ratio – 3 Years
-0.08
0.54
Volatility – 1 Year
17.22%
20.46%
Volatility – 3 Years
15.94%
21.62%
Beta – 1 Year
0.94
1.00
Beta – 3 Years
0.95
1.18
Sharpe Ratio – 1 Year
-0.24
0.66
Sharpe Ratio – 3 Years
0.25
0.66
Worst Rolling Year
14.66%
18.50%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
—
−29.06%
Recovery Period
—
394 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
19.09%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 37% · M 53% · S 9%
Number of Stocks
—
—
Portfolio P/E
—
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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%
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
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%
1% / 0% / 0%