Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Crest Value Fund
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Crest Value 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%
4.67%
6 Months
−6.39%
17.33%
1 Year
−0.30%
—
3 Years
8.15%
—
5 Years
6.89%
—
Since Inception
10.58%
9.51%
Fund Age
4 yrs 2 mo
9 mo
AUM
₹203.15 Cr
₹19.46 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
—
M 3% · S 86%
Number of Stocks
—
42
Portfolio P/E
—
46.51
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%
HBL Engineering Ltd · 4.62%
Narayana Hrudayalaya Ltd · 4.06%
Privi Speciality Chemicals Ltd · 3.86%
Shilpa Medicare Ltd · 3.81%
Yatharth Hospital & Trauma Care Services Ltd · 3.66%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%