Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs East Green-Agile Strategy
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
East Green-Agile Strategy
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%
1.90%
6 Months
−6.39%
23.62%
1 Year
−0.30%
21.42%
3 Years
8.15%
14.56%
5 Years
6.89%
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Since Inception
10.58%
16.17%
Fund Age
4 yrs 2 mo
3 yrs 1 mo
AUM
₹203.15 Cr
₹77.6 Cr
Alpha – 1 Year
0.05%
16.70%
Alpha – 3 Years
−0.85%
2.47%
Information Ratio – 3 Years
-0.08
0.32
Volatility – 1 Year
17.22%
21.73%
Volatility – 3 Years
15.94%
20.33%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
0.95
1.05
Sharpe Ratio – 1 Year
-0.24
0.76
Sharpe Ratio – 3 Years
0.25
0.52
Worst Rolling Year
14.66%
14.63%
Value at Worst Rolling Year
₹1.15 Cr
₹1.15 Cr
Deepest Drawdown
—
−24.36%
Recovery Period
—
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
14.67%
5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
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Portfolio P/E
—
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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
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Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%