Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Capitalmind - Surge India
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Capitalmind - Surge India
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%
−2.53%
6 Months
−6.39%
2.18%
1 Year
−0.30%
−4.96%
3 Years
8.15%
15.69%
5 Years
6.89%
15.58%
Since Inception
10.58%
10.95%
Fund Age
4 yrs 2 mo
8 yrs 8 mo
AUM
₹203.15 Cr
₹649.19 Cr
Alpha – 1 Year
0.05%
−4.53%
Alpha – 3 Years
−0.85%
7.12%
Information Ratio – 3 Years
-0.08
0.60
Volatility – 1 Year
17.22%
15.34%
Volatility – 3 Years
15.94%
18.43%
Beta – 1 Year
0.94
0.74
Beta – 3 Years
0.95
0.99
Sharpe Ratio – 1 Year
-0.24
-0.61
Sharpe Ratio – 3 Years
0.25
0.59
Worst Rolling Year
14.66%
-6.10%
Value at Worst Rolling Year
₹1.15 Cr
₹0.94 Cr
Deepest Drawdown
—
−22.16%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
100.00%
91.42%
Median Rolling Year
20.47%
20.85%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%