Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Buoyant - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
1.73%
6 Months
−6.39%
2.87%
1 Year
−0.30%
8.13%
3 Years
8.15%
16.18%
5 Years
6.89%
18.39%
Since Inception
10.58%
20.76%
Fund Age
4 yrs 2 mo
10 yrs
AUM
₹203.15 Cr
₹12,257.23 Cr
Alpha – 1 Year
0.05%
5.15%
Alpha – 3 Years
−0.85%
4.29%
Information Ratio – 3 Years
-0.08
0.41
Volatility – 1 Year
17.22%
17.45%
Volatility – 3 Years
15.94%
14.35%
Beta – 1 Year
0.94
0.98
Beta – 3 Years
0.95
0.87
Sharpe Ratio – 1 Year
-0.24
0.22
Sharpe Ratio – 3 Years
0.25
0.68
Worst Rolling Year
14.66%
-5.58%
Value at Worst Rolling Year
₹1.15 Cr
₹0.94 Cr
Deepest Drawdown
—
−13.15%
Recovery Period
—
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
20.47%
23.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 55% · M 21% · S 12%
Number of Stocks
—
40
Portfolio P/E
—
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%