Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Green Portfolio - The Impact ESG Fund
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%
−3.33%
6 Months
−6.39%
24.60%
1 Year
−0.30%
7.56%
3 Years
8.15%
20.98%
5 Years
6.89%
—
Since Inception
10.58%
24.10%
Fund Age
4 yrs 2 mo
4 yrs 4 mo
AUM
₹203.15 Cr
₹3.89 Cr
Alpha – 1 Year
0.05%
4.58%
Alpha – 3 Years
−0.85%
9.08%
Information Ratio – 3 Years
-0.08
0.07
Volatility – 1 Year
17.22%
32.74%
Volatility – 3 Years
15.94%
27.24%
Beta – 1 Year
0.94
1.49
Beta – 3 Years
0.95
1.30
Sharpe Ratio – 1 Year
-0.24
0.20
Sharpe Ratio – 3 Years
0.25
0.49
Worst Rolling Year
14.66%
17.91%
Value at Worst Rolling Year
₹1.15 Cr
₹1.18 Cr
Deepest Drawdown
—
−34.40%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
25.17%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
27
Portfolio P/E
—
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%