Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Axis - Core & Satellite PMS
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Axis - Core & Satellite PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
0.11%
6 Months
−6.39%
10.76%
1 Year
−0.30%
8.14%
3 Years
8.15%
7.76%
5 Years
6.89%
10.03%
Since Inception
10.58%
11.69%
Fund Age
4 yrs 2 mo
6 yrs 8 mo
AUM
₹203.15 Cr
₹87.23 Cr
Alpha – 1 Year
0.05%
8.57%
Alpha – 3 Years
−0.85%
−0.81%
Information Ratio – 3 Years
-0.08
0.02
Volatility – 1 Year
17.22%
23.09%
Volatility – 3 Years
15.94%
18.26%
Beta – 1 Year
0.94
1.29
Beta – 3 Years
0.95
1.11
Sharpe Ratio – 1 Year
-0.24
0.21
Sharpe Ratio – 3 Years
0.25
0.22
Worst Rolling Year
14.66%
6.59%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
—
−25.42%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
13.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 19% · M 1% · S 70%
Number of Stocks
—
41
Portfolio P/E
—
25.23
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 · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Top Sectors
—
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%