Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Enam India Vision Portfolio
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Enam India Vision Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
1.68%
6 Months
−6.39%
12.22%
1 Year
−0.30%
16.41%
3 Years
8.15%
12.88%
5 Years
6.89%
—
Since Inception
10.58%
15.20%
Fund Age
4 yrs 2 mo
3 yrs 7 mo
AUM
₹203.15 Cr
₹890.3 Cr
Alpha – 1 Year
0.05%
11.69%
Alpha – 3 Years
−0.85%
0.79%
Information Ratio – 3 Years
-0.08
0.11
Volatility – 1 Year
17.22%
18.16%
Volatility – 3 Years
15.94%
14.87%
Beta – 1 Year
0.94
0.92
Beta – 3 Years
0.95
0.86
Sharpe Ratio – 1 Year
-0.24
0.64
Sharpe Ratio – 3 Years
0.25
0.54
Worst Rolling Year
14.66%
11.39%
Value at Worst Rolling Year
₹1.15 Cr
₹1.11 Cr
Deepest Drawdown
—
−18.04%
Recovery Period
—
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
13.55%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 31% · M 50% · S 18%
Number of Stocks
—
20
Portfolio P/E
—
33.00
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%
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
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%