Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Fractal Capital - Wealth Builder
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%
4.42%
6 Months
−6.39%
4.79%
1 Year
−0.30%
−0.59%
3 Years
8.15%
11.57%
5 Years
6.89%
13.86%
Since Inception
10.58%
15.96%
Fund Age
4 yrs 2 mo
5 yrs 5 mo
AUM
₹203.15 Cr
₹45.81 Cr
Alpha – 1 Year
0.05%
−5.31%
Alpha – 3 Years
−0.85%
−0.52%
Information Ratio – 3 Years
-0.08
-0.06
Volatility – 1 Year
17.22%
21.96%
Volatility – 3 Years
15.94%
17.35%
Beta – 1 Year
0.94
1.19
Beta – 3 Years
0.95
1.00
Sharpe Ratio – 1 Year
-0.24
-0.16
Sharpe Ratio – 3 Years
0.25
0.42
Worst Rolling Year
14.66%
10.84%
Value at Worst Rolling Year
₹1.15 Cr
₹1.11 Cr
Deepest Drawdown
—
−22.24%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 23% · M 4% · S 73%
Number of Stocks
—
16
Portfolio P/E
—
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL Ltd · 0.00%
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%
3% / 2% / 1%