Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Eklavya Equity
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%
−0.98%
6 Months
−6.39%
4.93%
1 Year
−0.30%
−0.37%
3 Years
8.15%
—
5 Years
6.89%
—
Since Inception
10.58%
4.91%
Fund Age
4 yrs 2 mo
2 yrs 1 mo
AUM
₹203.15 Cr
₹8 Cr
Alpha – 1 Year
0.05%
−0.02%
Alpha – 3 Years
−0.85%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
17.22%
12.93%
Volatility – 3 Years
15.94%
—
Beta – 1 Year
0.94
0.72
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.24
-0.38
Sharpe Ratio – 3 Years
0.25
—
Worst Rolling Year
14.66%
6.09%
Value at Worst Rolling Year
₹1.15 Cr
₹1.06 Cr
Deepest Drawdown
—
−12.49%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
6.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 23% · M 8% · S 36%
Number of Stocks
—
30
Portfolio P/E
—
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
—
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 2% / 0%