Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Bonanza Aegis
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
7.97%
6 Months
−6.39%
14.27%
1 Year
−0.30%
23.41%
3 Years
8.15%
16.93%
5 Years
6.89%
—
Since Inception
10.58%
22.21%
Fund Age
4 yrs 2 mo
4 yrs 3 mo
AUM
₹203.15 Cr
₹102.02 Cr
Alpha – 1 Year
0.05%
23.76%
Alpha – 3 Years
−0.85%
7.93%
Information Ratio – 3 Years
-0.08
0.60
Volatility – 1 Year
17.22%
21.94%
Volatility – 3 Years
15.94%
20.42%
Beta – 1 Year
0.94
0.82
Beta – 3 Years
0.95
0.84
Sharpe Ratio – 1 Year
-0.24
0.82
Sharpe Ratio – 3 Years
0.25
0.71
Worst Rolling Year
14.66%
16.27%
Value at Worst Rolling Year
₹1.15 Cr
₹1.16 Cr
Deepest Drawdown
—
−27.02%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
22.34%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 10% · M 8% · S 74%
Number of Stocks
—
61
Portfolio P/E
—
51.57
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 · 12.01%
Firstsource Solutions Ltd · 5.78%
Sterlite Technologies Ltd · 5.20%
Genus Power Infrastructures Ltd · 4.36%
Pine Labs Ltd · 4.30%
Top Sectors
—
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%