Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs ASK Lighthouse
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
ASK Lighthouse
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
−0.73%
6 Months
−6.39%
−1.97%
1 Year
−0.30%
−3.39%
3 Years
8.15%
—
5 Years
6.89%
—
Since Inception
10.58%
6.01%
Fund Age
4 yrs 2 mo
2 yrs 4 mo
AUM
₹203.15 Cr
₹467 Cr
Alpha – 1 Year
0.05%
−6.37%
Alpha – 3 Years
−0.85%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
17.22%
20.24%
Volatility – 3 Years
15.94%
—
Beta – 1 Year
0.94
1.10
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.24
-0.34
Sharpe Ratio – 3 Years
0.25
—
Worst Rolling Year
14.66%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
—
−14.02%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.47%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 61% · M 15% · S 23%
Number of Stocks
—
25
Portfolio P/E
—
34.53
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%
Hindustan Aeronautics Ltd · 8.76%
Larsen & Toubro Ltd · 8.61%
Reliance Industries Ltd · 8.53%
HDFC Bank Ltd · 8.35%
UltraTech Cement Ltd · 7.96%
Top Sectors
—
Capital Goods · 39.55%
Construction · 13.39%
Financial Services · 11.23%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%