Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Badjate Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.01%
0.08%
6 Months
−6.39%
9.62%
1 Year
−0.30%
2.22%
3 Years
8.15%
18.64%
5 Years
6.89%
16.68%
Since Inception
10.58%
18.59%
Fund Age
4 yrs 2 mo
5 yrs
AUM
₹203.15 Cr
₹159.01 Cr
Alpha – 1 Year
0.05%
−0.76%
Alpha – 3 Years
−0.85%
6.74%
Information Ratio – 3 Years
-0.08
0.40
Volatility – 1 Year
17.22%
25.41%
Volatility – 3 Years
15.94%
25.71%
Beta – 1 Year
0.94
1.32
Beta – 3 Years
0.95
1.31
Sharpe Ratio – 1 Year
-0.24
-0.02
Sharpe Ratio – 3 Years
0.25
0.58
Worst Rolling Year
14.66%
17.76%
Value at Worst Rolling Year
₹1.15 Cr
₹1.18 Cr
Deepest Drawdown
—
−32.80%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
28.84%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 7% · M 14% · S 74%
Number of Stocks
—
95
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%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
—
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—