Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Dalal & Broacha - Long Term Growth
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Dalal & Broacha - Long Term Growth
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%
0.61%
6 Months
−6.39%
11.19%
1 Year
−0.30%
4.47%
3 Years
8.15%
14.82%
5 Years
6.89%
12.64%
Since Inception
10.58%
13.38%
Fund Age
4 yrs 2 mo
19 yrs
AUM
₹203.15 Cr
₹1,249 Cr
Alpha – 1 Year
0.05%
4.82%
Alpha – 3 Years
−0.85%
5.82%
Information Ratio – 3 Years
-0.08
0.87
Volatility – 1 Year
17.22%
21.24%
Volatility – 3 Years
15.94%
17.51%
Beta – 1 Year
0.94
1.09
Beta – 3 Years
0.95
1.04
Sharpe Ratio – 1 Year
-0.24
0.05
Sharpe Ratio – 3 Years
0.25
0.69
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 40% · M 40% · S 15%
Number of Stocks
—
25
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%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%