Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs ATLAS - Multicap PMS Fund
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
ATLAS - Multicap PMS Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
3.76%
6 Months
−6.39%
11.66%
1 Year
−0.30%
12.54%
3 Years
8.15%
11.42%
5 Years
6.89%
—
Since Inception
10.58%
6.78%
Fund Age
4 yrs 2 mo
4 yrs 10 mo
AUM
₹203.15 Cr
₹2.34 Cr
Alpha – 1 Year
0.05%
7.82%
Alpha – 3 Years
−0.85%
−0.67%
Information Ratio – 3 Years
-0.08
-0.04
Volatility – 1 Year
17.22%
21.44%
Volatility – 3 Years
15.94%
14.93%
Beta – 1 Year
0.94
1.05
Beta – 3 Years
0.95
0.81
Sharpe Ratio – 1 Year
-0.24
0.41
Sharpe Ratio – 3 Years
0.25
0.50
Worst Rolling Year
14.66%
3.84%
Value at Worst Rolling Year
₹1.15 Cr
₹1.04 Cr
Deepest Drawdown
—
−16.40%
Recovery Period
—
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
9.56%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 46% · M 22% · S 27%
Number of Stocks
—
19
Portfolio P/E
—
29.80
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%
HFCL Ltd · 9.71%
Hindalco Industries Ltd · 9.12%
Steel Authority of India Ltd · 9.08%
ACC Ltd · 7.97%
Mahindra & Mahindra Ltd · 7.90%
Top Sectors
—
Metals & Mining · 25.08%
Information Technology · 16.50%
Fast Moving Consumer Goods · 11.20%
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%