Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Avestha - Growth
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%
0.64%
6 Months
−6.39%
21.51%
1 Year
−0.30%
15.87%
3 Years
8.15%
14.38%
5 Years
6.89%
17.96%
Since Inception
10.58%
16.82%
Fund Age
4 yrs 2 mo
8 yrs 9 mo
AUM
₹203.15 Cr
₹1,503.25 Cr
Alpha – 1 Year
0.05%
11.15%
Alpha – 3 Years
−0.85%
2.29%
Information Ratio – 3 Years
-0.08
0.39
Volatility – 1 Year
17.22%
27.51%
Volatility – 3 Years
15.94%
22.70%
Beta – 1 Year
0.94
1.48
Beta – 3 Years
0.95
1.25
Sharpe Ratio – 1 Year
-0.24
0.47
Sharpe Ratio – 3 Years
0.25
0.50
Worst Rolling Year
14.66%
1.64%
Value at Worst Rolling Year
₹1.15 Cr
₹1.02 Cr
Deepest Drawdown
—
−24.39%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
23.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 19% · S 67%
Number of Stocks
—
17
Portfolio P/E
—
—
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%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
—
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%