Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
2.33%
6 Months
−6.39%
5.53%
1 Year
−0.30%
9.60%
3 Years
8.15%
6.75%
5 Years
6.89%
7.07%
Since Inception
10.58%
13.02%
Fund Age
4 yrs 2 mo
14 yrs 9 mo
AUM
₹203.15 Cr
₹179.27 Cr
Alpha – 1 Year
0.05%
9.95%
Alpha – 3 Years
−0.85%
−2.25%
Information Ratio – 3 Years
-0.08
-0.39
Volatility – 1 Year
17.22%
17.14%
Volatility – 3 Years
15.94%
14.92%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
0.95
1.00
Sharpe Ratio – 1 Year
-0.24
0.31
Sharpe Ratio – 3 Years
0.25
0.15
Worst Rolling Year
14.66%
-6.19%
Value at Worst Rolling Year
₹1.15 Cr
₹0.94 Cr
Deepest Drawdown
—
−21.15%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
20.47%
12.72%
5-Year Rolling Windows Positive
—
99.15%
Market-Cap Mix
—
L 69% · M 12% · S 15%
Number of Stocks
—
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
—
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—