Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Asit C Mehta - Ace Blue-chip
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Asit C Mehta - Ace Blue-chip
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%
−2.58%
6 Months
−6.39%
1.87%
1 Year
−0.30%
8.68%
3 Years
8.15%
16.60%
5 Years
6.89%
15.36%
Since Inception
10.58%
12.51%
Fund Age
4 yrs 2 mo
8 yrs 8 mo
AUM
₹203.15 Cr
₹4.55 Cr
Alpha – 1 Year
0.05%
3.96%
Alpha – 3 Years
−0.85%
4.51%
Information Ratio – 3 Years
-0.08
0.64
Volatility – 1 Year
17.22%
15.98%
Volatility – 3 Years
15.94%
15.76%
Beta – 1 Year
0.94
0.87
Beta – 3 Years
0.95
0.94
Sharpe Ratio – 1 Year
-0.24
0.27
Sharpe Ratio – 3 Years
0.25
0.72
Worst Rolling Year
14.66%
1.47%
Value at Worst Rolling Year
₹1.15 Cr
₹1.01 Cr
Deepest Drawdown
—
−17.84%
Recovery Period
—
136 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
19.72%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 68% · M 14% · S 12%
Number of Stocks
—
14
Portfolio P/E
—
31.16
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 · 15.72%
Ambuja Cements Ltd · 9.65%
Reliance Industries Ltd · 8.91%
Havells India Ltd · 8.83%
ICICI Bank Ltd · 7.45%
Top Sectors
—
Financial Services · 17.75%
Capital Goods · 11.04%
Construction Materials · 9.65%
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%