Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Anand Rathi Advisors - MNC PMS
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Anand Rathi Advisors - MNC PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
0.15%
6 Months
−6.39%
9.28%
1 Year
−0.30%
4.13%
3 Years
8.15%
7.71%
5 Years
6.89%
8.27%
Since Inception
10.58%
11.49%
Fund Age
4 yrs 2 mo
8 yrs 5 mo
AUM
₹203.15 Cr
₹123.55 Cr
Alpha – 1 Year
0.05%
−0.59%
Alpha – 3 Years
−0.85%
−4.38%
Information Ratio – 3 Years
-0.08
-0.33
Volatility – 1 Year
17.22%
21.50%
Volatility – 3 Years
15.94%
16.95%
Beta – 1 Year
0.94
1.12
Beta – 3 Years
0.95
0.97
Sharpe Ratio – 1 Year
-0.24
-0.02
Sharpe Ratio – 3 Years
0.25
0.26
Worst Rolling Year
14.66%
7.04%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
—
−24.41%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
15.95%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 29% · M 38% · S 31%
Number of Stocks
—
20
Portfolio P/E
—
49.58
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%
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
Top Sectors
—
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%