Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs BADJATE GROWTH FUND
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
BADJATE GROWTH FUND
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%
2.52%
6 Months
−6.39%
7.52%
1 Year
−0.30%
10.06%
3 Years
8.15%
—
5 Years
6.89%
—
Since Inception
10.58%
8.30%
Fund Age
4 yrs 2 mo
14 mo
AUM
₹203.15 Cr
₹27.97 Cr
Alpha – 1 Year
0.05%
7.08%
Alpha – 3 Years
−0.85%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
17.22%
20.30%
Volatility – 3 Years
15.94%
—
Beta – 1 Year
0.94
1.01
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.24
0.30
Sharpe Ratio – 3 Years
0.25
—
Worst Rolling Year
14.66%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
—
−12.48%
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 46% · M 14% · S 32%
Number of Stocks
—
62
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%
Gravita India Ltd · 5.57%
Multi Commodity Exchange of India Ltd · 5.48%
Yatharth Hospital & Trauma Care Services Ltd · 5.36%
Deepak Fertilisers & Petrochemicals Corp Ltd · 4.99%
Gujarat Mineral Development Corporation Ltd · 4.90%
Top Sectors
—
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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