Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Bay India Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
2.14%
6 Months
−6.39%
7.28%
1 Year
−0.30%
−4.68%
3 Years
8.15%
6.16%
5 Years
6.89%
—
Since Inception
10.58%
11.66%
Fund Age
4 yrs 2 mo
3 yrs 7 mo
AUM
₹203.15 Cr
₹81.86 Cr
Alpha – 1 Year
0.05%
−4.33%
Alpha – 3 Years
−0.85%
−2.84%
Information Ratio – 3 Years
-0.08
-0.28
Volatility – 1 Year
17.22%
18.83%
Volatility – 3 Years
15.94%
15.47%
Beta – 1 Year
0.94
1.02
Beta – 3 Years
0.95
0.86
Sharpe Ratio – 1 Year
-0.24
-0.44
Sharpe Ratio – 3 Years
0.25
0.12
Worst Rolling Year
14.66%
6.16%
Value at Worst Rolling Year
₹1.15 Cr
₹1.06 Cr
Deepest Drawdown
—
−24.77%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
8.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 11% · M 21% · S 66%
Number of Stocks
—
25
Portfolio P/E
—
24.93
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%
—
Top Sectors
—
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0.5%