Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs AlfAccurate Advisors - AAA Couture
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
AlfAccurate Advisors - AAA Couture
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
7.93%
6 Months
−6.39%
43.59%
1 Year
−0.30%
46.18%
3 Years
8.15%
—
5 Years
6.89%
—
Since Inception
10.58%
25.82%
Fund Age
4 yrs 2 mo
2 yrs 11 mo
AUM
₹203.15 Cr
₹392.78 Cr
Alpha – 1 Year
0.05%
41.46%
Alpha – 3 Years
−0.85%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
17.22%
26.76%
Volatility – 3 Years
15.94%
20.33%
Beta – 1 Year
0.94
1.20
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.24
1.36
Sharpe Ratio – 3 Years
0.25
1.02
Worst Rolling Year
14.66%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
—
−20.83%
Recovery Period
—
254 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.47%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 9% · M 21% · S 59%
Number of Stocks
—
21
Portfolio P/E
—
44.70
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%
Timex Group India Ltd · 10.06%
Aditya Infotech Ltd · 8.23%
Syrma SGS Technology Ltd · 7.07%
BSE Ltd · 5.61%
Sansera Engineering Ltd · 5.47%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / – / –