Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Ayan-PriceBridge Top 100 Equity
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Ayan-PriceBridge Top 100 Equity
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%
2.12%
6 Months
−6.39%
0.68%
1 Year
−0.30%
2.50%
3 Years
8.15%
—
5 Years
6.89%
—
Since Inception
10.58%
6.43%
Fund Age
4 yrs 2 mo
2 yrs 6 mo
AUM
₹203.15 Cr
₹15.34 Cr
Alpha – 1 Year
0.05%
2.93%
Alpha – 3 Years
−0.85%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
17.22%
16.79%
Volatility – 3 Years
15.94%
—
Beta – 1 Year
0.94
1.03
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.24
-0.10
Sharpe Ratio – 3 Years
0.25
—
Worst Rolling Year
14.66%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
—
−14.37%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.47%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 78% · M 15% · S 0%
Number of Stocks
—
43
Portfolio P/E
—
21.71
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 · 6.34%
Trent Ltd · 2.91%
GAIL (India) Ltd · 2.91%
Bosch Ltd · 2.81%
Tata Consultancy Services Ltd · 2.72%
Top Sectors
—
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%