Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Buglerock - Growth Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Buglerock - Growth 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%
−0.07%
6 Months
−6.39%
3.00%
1 Year
−0.30%
7.37%
3 Years
8.15%
7.34%
5 Years
6.89%
—
Since Inception
10.58%
8.94%
Fund Age
4 yrs 2 mo
3 yrs 9 mo
AUM
₹203.15 Cr
₹2.69 Cr
Alpha – 1 Year
0.05%
2.65%
Alpha – 3 Years
−0.85%
−4.75%
Information Ratio – 3 Years
-0.08
-0.75
Volatility – 1 Year
17.22%
19.15%
Volatility – 3 Years
15.94%
17.20%
Beta – 1 Year
0.94
1.07
Beta – 3 Years
0.95
1.05
Sharpe Ratio – 1 Year
-0.24
0.19
Sharpe Ratio – 3 Years
0.25
0.19
Worst Rolling Year
14.66%
6.80%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
—
−26.30%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
9.65%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
—
Portfolio P/E
—
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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 · 8.00%
TVS Motor Company Ltd · 5.50%
Mahindra Holidays & Resorts India Ltd · 5.50%
Astral Ltd · 5.50%
Titan Company Ltd · 5.50%
Top Sectors
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%