Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Bonanza Multicap
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Bonanza Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.01%
5.27%
6 Months
−6.39%
15.28%
1 Year
−0.30%
11.46%
3 Years
8.15%
12.93%
5 Years
6.89%
14.25%
Since Inception
10.58%
20.43%
Fund Age
4 yrs 2 mo
8 yrs 1 mo
AUM
₹203.15 Cr
₹7.34 Cr
Alpha – 1 Year
0.05%
11.81%
Alpha – 3 Years
−0.85%
3.93%
Information Ratio – 3 Years
-0.08
0.17
Volatility – 1 Year
17.22%
25.10%
Volatility – 3 Years
15.94%
27.35%
Beta – 1 Year
0.94
1.24
Beta – 3 Years
0.95
1.14
Sharpe Ratio – 1 Year
-0.24
0.33
Sharpe Ratio – 3 Years
0.25
0.39
Worst Rolling Year
14.66%
12.27%
Value at Worst Rolling Year
₹1.15 Cr
₹1.12 Cr
Deepest Drawdown
—
−33.40%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
29.35%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 8% · M 5% · S 83%
Number of Stocks
—
33
Portfolio P/E
—
30.34
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 · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
—
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
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%