Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Capgrow - Growth
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Capgrow - Growth
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%
3.35%
6 Months
−6.39%
3.75%
1 Year
−0.30%
−5.76%
3 Years
8.15%
3.98%
5 Years
6.89%
6.05%
Since Inception
10.58%
9.94%
Fund Age
4 yrs 2 mo
7 yrs 9 mo
AUM
₹203.15 Cr
₹45.09 Cr
Alpha – 1 Year
0.05%
−8.74%
Alpha – 3 Years
−0.85%
−7.91%
Information Ratio – 3 Years
-0.08
-1.11
Volatility – 1 Year
17.22%
21.69%
Volatility – 3 Years
15.94%
18.00%
Beta – 1 Year
0.94
1.21
Beta – 3 Years
0.95
1.08
Sharpe Ratio – 1 Year
-0.24
-0.42
Sharpe Ratio – 3 Years
0.25
0.01
Worst Rolling Year
14.66%
3.08%
Value at Worst Rolling Year
₹1.15 Cr
₹1.03 Cr
Deepest Drawdown
—
−29.01%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
12.65%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 35% · M 13% · S 51%
Number of Stocks
—
43
Portfolio P/E
—
—
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%
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Top Sectors
—
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%