Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Ambit Investment Advisors - Coffee Can
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Ambit Investment Advisors - Coffee Can
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
1.07%
6 Months
−6.39%
0.22%
1 Year
−0.30%
−0.22%
3 Years
8.15%
10.30%
5 Years
6.89%
7.32%
Since Inception
10.58%
13.09%
Fund Age
4 yrs 2 mo
9 yrs 5 mo
AUM
₹203.15 Cr
₹1,137.66 Cr
Alpha – 1 Year
0.05%
0.13%
Alpha – 3 Years
−0.85%
1.30%
Information Ratio – 3 Years
-0.08
0.24
Volatility – 1 Year
17.22%
15.66%
Volatility – 3 Years
15.94%
13.99%
Beta – 1 Year
0.94
0.91
Beta – 3 Years
0.95
0.93
Sharpe Ratio – 1 Year
-0.24
-0.28
Sharpe Ratio – 3 Years
0.25
0.40
Worst Rolling Year
14.66%
-24.48%
Value at Worst Rolling Year
₹1.15 Cr
₹0.76 Cr
Deepest Drawdown
—
−68.16%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
100.00%
99.28%
Median Rolling Year
20.47%
13.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 67% · M 13% · S 12%
Number of Stocks
—
25
Portfolio P/E
—
36.65
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%
Cash & Cash Equivalent · 10.00%
HDFC Bank Ltd · 9.00%
Eicher Motors Ltd · 7.00%
Eternal Ltd · 7.00%
Bharti Airtel Ltd · 6.00%
Top Sectors
—
Financial Services · 24.00%
Automobile and Auto Components · 15.00%
Consumer Services · 10.00%
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%