Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Ckredence Wealth Management Pvt Ltd - ICE Growth
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Ckredence Wealth Management Pvt Ltd - ICE Growth
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%
5.63%
6 Months
−6.39%
23.45%
1 Year
−0.30%
23.62%
3 Years
8.15%
—
5 Years
6.89%
—
Since Inception
10.58%
12.60%
Fund Age
4 yrs 2 mo
1 yr 10 mo
AUM
₹203.15 Cr
₹187.26 Cr
Alpha – 1 Year
0.05%
18.90%
Alpha – 3 Years
−0.85%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
17.22%
20.87%
Volatility – 3 Years
15.94%
—
Beta – 1 Year
0.94
1.10
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.24
0.87
Sharpe Ratio – 3 Years
0.25
—
Worst Rolling Year
14.66%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
—
−15.33%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.47%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 9% · M 29% · S 56%
Number of Stocks
—
33
Portfolio P/E
—
73.30
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%
Laurus Labs Ltd · 11.28%
Cash & Cash Equivalent · 7.17%
Aether Industries Ltd · 5.12%
The Ramco Cements Ltd · 3.83%
Interglobe Aviation Ltd · 3.66%
Top Sectors
—
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%