Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs AlfAccurate Advisors - AAA IOP
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
AlfAccurate Advisors - AAA IOP
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%
2.31%
6 Months
−6.39%
5.51%
1 Year
−0.30%
6.39%
3 Years
8.15%
13.57%
5 Years
6.89%
12.29%
Since Inception
10.58%
17.45%
Fund Age
4 yrs 2 mo
16 yrs 9 mo
AUM
₹203.15 Cr
₹2,223.2 Cr
Alpha – 1 Year
0.05%
1.67%
Alpha – 3 Years
−0.85%
1.48%
Information Ratio – 3 Years
-0.08
0.57
Volatility – 1 Year
17.22%
18.05%
Volatility – 3 Years
15.94%
15.15%
Beta – 1 Year
0.94
1.02
Beta – 3 Years
0.95
0.96
Sharpe Ratio – 1 Year
-0.24
0.14
Sharpe Ratio – 3 Years
0.25
0.62
Worst Rolling Year
14.66%
-5.62%
Value at Worst Rolling Year
₹1.15 Cr
₹0.94 Cr
Deepest Drawdown
—
−17.96%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.40%
Median Rolling Year
20.47%
18.17%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 49% · M 25% · S 21%
Number of Stocks
—
55
Portfolio P/E
—
35.38
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%
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
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%
2% / 0% / 0%