Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs AlfAccurate Advisors - AAA shariah
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
AlfAccurate Advisors - AAA shariah
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%
3.35%
6 Months
−6.39%
19.63%
1 Year
−0.30%
10.64%
3 Years
8.15%
12.35%
5 Years
6.89%
10.14%
Since Inception
10.58%
15.37%
Fund Age
4 yrs 2 mo
7 yrs 4 mo
AUM
₹203.15 Cr
₹270.22 Cr
Alpha – 1 Year
0.05%
5.92%
Alpha – 3 Years
−0.85%
0.26%
Information Ratio – 3 Years
-0.08
0.03
Volatility – 1 Year
17.22%
18.45%
Volatility – 3 Years
15.94%
15.68%
Beta – 1 Year
0.94
0.92
Beta – 3 Years
0.95
0.90
Sharpe Ratio – 1 Year
-0.24
0.35
Sharpe Ratio – 3 Years
0.25
0.49
Worst Rolling Year
14.66%
6.65%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
—
−22.78%
Recovery Period
—
153 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
16.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 27% · M 25% · S 36%
Number of Stocks
—
44
Portfolio P/E
—
41.34
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%
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
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%