Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
1.81%
6 Months
−6.39%
9.83%
1 Year
−0.30%
13.53%
3 Years
8.15%
28.65%
5 Years
6.89%
30.15%
Since Inception
10.58%
22.72%
Fund Age
4 yrs 2 mo
8 yrs 8 mo
AUM
₹203.15 Cr
₹1,835.92 Cr
Alpha – 1 Year
0.05%
8.81%
Alpha – 3 Years
−0.85%
16.56%
Information Ratio – 3 Years
-0.08
1.28
Volatility – 1 Year
17.22%
19.12%
Volatility – 3 Years
15.94%
18.89%
Beta – 1 Year
0.94
0.96
Beta – 3 Years
0.95
0.91
Sharpe Ratio – 1 Year
-0.24
0.47
Sharpe Ratio – 3 Years
0.25
1.16
Worst Rolling Year
14.66%
-6.00%
Value at Worst Rolling Year
₹1.15 Cr
₹0.94 Cr
Deepest Drawdown
—
−13.66%
Recovery Period
—
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
20.47%
40.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 24% · M 10% · S 45%
Number of Stocks
—
—
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
—
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%