Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.01%
−0.92%
6 Months
−6.39%
32.15%
1 Year
−0.30%
16.77%
3 Years
8.15%
19.00%
5 Years
6.89%
20.10%
Since Inception
10.58%
27.01%
Fund Age
4 yrs 2 mo
6 yrs 10 mo
AUM
₹203.15 Cr
₹247.64 Cr
Alpha – 1 Year
0.05%
13.79%
Alpha – 3 Years
−0.85%
7.10%
Information Ratio – 3 Years
-0.08
0.30
Volatility – 1 Year
17.22%
39.13%
Volatility – 3 Years
15.94%
29.47%
Beta – 1 Year
0.94
1.87
Beta – 3 Years
0.95
1.36
Sharpe Ratio – 1 Year
-0.24
0.42
Sharpe Ratio – 3 Years
0.25
0.55
Worst Rolling Year
14.66%
15.03%
Value at Worst Rolling Year
₹1.15 Cr
₹1.15 Cr
Deepest Drawdown
—
−35.86%
Recovery Period
—
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
S 80%
Number of Stocks
—
42
Portfolio P/E
—
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%