Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Bonanza - Edge
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%
4.43%
6 Months
−6.39%
22.24%
1 Year
−0.30%
21.33%
3 Years
8.15%
15.83%
5 Years
6.89%
20.63%
Since Inception
10.58%
19.53%
Fund Age
4 yrs 2 mo
11 yrs
AUM
₹203.15 Cr
₹101.92 Cr
Alpha – 1 Year
0.05%
21.68%
Alpha – 3 Years
−0.85%
6.83%
Information Ratio – 3 Years
-0.08
0.61
Volatility – 1 Year
17.22%
21.87%
Volatility – 3 Years
15.94%
21.68%
Beta – 1 Year
0.94
1.10
Beta – 3 Years
0.95
1.12
Sharpe Ratio – 1 Year
-0.24
0.75
Sharpe Ratio – 3 Years
0.25
0.65
Worst Rolling Year
14.66%
-17.09%
Value at Worst Rolling Year
₹1.15 Cr
₹0.83 Cr
Deepest Drawdown
—
−27.12%
Recovery Period
—
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
20.47%
24.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 15% · M 12% · S 59%
Number of Stocks
—
65
Portfolio P/E
—
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
—
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
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%