Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Chatur Amrit Kaal Fund
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Chatur Amrit Kaal Fund
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
1.06%
6 Months
−6.39%
4.58%
1 Year
−0.30%
5.92%
3 Years
8.15%
—
5 Years
6.89%
—
Since Inception
10.58%
7.28%
Fund Age
4 yrs 2 mo
7 mo
AUM
₹203.15 Cr
₹119.65 Cr
Alpha – 1 Year
0.05%
—
Alpha – 3 Years
−0.85%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
17.22%
—
Volatility – 3 Years
15.94%
—
Beta – 1 Year
0.94
—
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.24
—
Sharpe Ratio – 3 Years
0.25
—
Worst Rolling Year
14.66%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.47%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 72% · M 12% · S 15%
Number of Stocks
—
35
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%
Jaro Institute of Technol. Mgt. and Research Ltd · 6.44%
Divis Laboratories Ltd · 6.02%
Reliance Industries Ltd · 5.96%
ICICI Bank Ltd · 5.73%
Bajaj Finance Ltd · 5.33%
Top Sectors
—
Financial Services · 23.93%
Automobile and Auto Components · 14.33%
Capital Goods · 11.32%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%