Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Axis Pure Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Axis Pure Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
−1.22%
6 Months
−6.39%
5.87%
1 Year
−0.30%
2.35%
3 Years
8.15%
13.67%
5 Years
6.89%
15.58%
Since Inception
10.58%
16.64%
Fund Age
4 yrs 2 mo
5 yrs 6 mo
AUM
₹203.15 Cr
₹756.71 Cr
Alpha – 1 Year
0.05%
−0.63%
Alpha – 3 Years
−0.85%
1.78%
Information Ratio – 3 Years
-0.08
0.09
Volatility – 1 Year
17.22%
15.74%
Volatility – 3 Years
15.94%
14.36%
Beta – 1 Year
0.94
0.82
Beta – 3 Years
0.95
0.84
Sharpe Ratio – 1 Year
-0.24
-0.13
Sharpe Ratio – 3 Years
0.25
0.59
Worst Rolling Year
14.66%
13.38%
Value at Worst Rolling Year
₹1.15 Cr
₹1.13 Cr
Deepest Drawdown
—
−15.74%
Recovery Period
—
475 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
20.28%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 43% · M 8% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
34.08
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 · 12.89%
KDDL Ltd · 7.14%
Maruti Suzuki India Ltd · 7.01%
Bharti Airtel Ltd · 6.74%
Acutaas Chemicals Ltd · 6.56%
Top Sectors
—
Healthcare · 17.55%
Financial Services · 16.45%
Automobile and Auto Components · 12.39%
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%