Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Ayan-PriceBridge Upswing
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%
0.67%
6 Months
−6.39%
6.20%
1 Year
−0.30%
9.45%
3 Years
8.15%
11.74%
5 Years
6.89%
—
Since Inception
10.58%
12.77%
Fund Age
4 yrs 2 mo
3 yrs 7 mo
AUM
₹203.15 Cr
₹223.43 Cr
Alpha – 1 Year
0.05%
9.88%
Alpha – 3 Years
−0.85%
3.17%
Information Ratio – 3 Years
-0.08
0.40
Volatility – 1 Year
17.22%
16.24%
Volatility – 3 Years
15.94%
16.22%
Beta – 1 Year
0.94
0.89
Beta – 3 Years
0.95
1.02
Sharpe Ratio – 1 Year
-0.24
0.30
Sharpe Ratio – 3 Years
0.25
0.44
Worst Rolling Year
14.66%
11.49%
Value at Worst Rolling Year
₹1.15 Cr
₹1.11 Cr
Deepest Drawdown
—
−24.20%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
13.89%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 45% · M 31% · S 19%
Number of Stocks
—
96
Portfolio P/E
—
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
—
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%