Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Anand Rathi Advisors - Alpha 1 Strategy
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Anand Rathi Advisors - Alpha 1 Strategy
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%
2.10%
6 Months
−6.39%
7.76%
1 Year
−0.30%
8.69%
3 Years
8.15%
14.17%
5 Years
6.89%
—
Since Inception
10.58%
18.23%
Fund Age
4 yrs 2 mo
3 yrs 4 mo
AUM
₹203.15 Cr
₹10.3 Cr
Alpha – 1 Year
0.05%
3.97%
Alpha – 3 Years
−0.85%
2.09%
Information Ratio – 3 Years
-0.08
1.14
Volatility – 1 Year
17.22%
18.17%
Volatility – 3 Years
15.94%
15.44%
Beta – 1 Year
0.94
1.03
Beta – 3 Years
0.95
0.99
Sharpe Ratio – 1 Year
-0.24
0.32
Sharpe Ratio – 3 Years
0.25
0.69
Worst Rolling Year
14.66%
13.56%
Value at Worst Rolling Year
₹1.15 Cr
₹1.14 Cr
Deepest Drawdown
—
−19.52%
Recovery Period
—
518 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
15.40%
5-Year Rolling Windows Positive
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Market-Cap Mix
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—
Number of Stocks
—
15
Portfolio P/E
—
—
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%
Kotak Multi Cap Fund - Direct (G) · 7.30%
DSP Small Cap Fund - Direct (G) · 6.91%
HDFC Small Cap Fund - Direct (G) · 6.79%
Motilal Oswal Large and Midcap Fund - Dir (G) · 6.78%
HDFC Focused Fund - Direct (G) · 6.75%
Top Sectors
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Fixed Fee
2.50% / yr
1.10% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%