Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs ATLAS - Midcap PMS Fund
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
ATLAS - Midcap PMS Fund
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%
−0.22%
6 Months
−6.39%
8.59%
1 Year
−0.30%
1.40%
3 Years
8.15%
11.84%
5 Years
6.89%
6.21%
Since Inception
10.58%
7.85%
Fund Age
4 yrs 2 mo
5 yrs 3 mo
AUM
₹203.15 Cr
₹3.73 Cr
Alpha – 1 Year
0.05%
−3.32%
Alpha – 3 Years
−0.85%
−0.25%
Information Ratio – 3 Years
-0.08
0.11
Volatility – 1 Year
17.22%
23.13%
Volatility – 3 Years
15.94%
17.54%
Beta – 1 Year
0.94
1.25
Beta – 3 Years
0.95
0.97
Sharpe Ratio – 1 Year
-0.24
-0.06
Sharpe Ratio – 3 Years
0.25
0.45
Worst Rolling Year
14.66%
5.77%
Value at Worst Rolling Year
₹1.15 Cr
₹1.06 Cr
Deepest Drawdown
—
−23.48%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
12.08%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 3% · M 32% · S 59%
Number of Stocks
—
19
Portfolio P/E
—
26.66
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%
Godrej Industries Ltd · 10.94%
Steel Authority of India Ltd · 8.51%
EIH Ltd · 8.34%
ACC Ltd · 7.75%
Sagility Ltd · 5.94%
Top Sectors
—
Information Technology · 23.92%
Metals & Mining · 12.94%
Diversified · 10.94%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%