Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.01%
13.08%
6 Months
−6.39%
39.75%
1 Year
−0.30%
15.14%
3 Years
8.15%
13.51%
5 Years
6.89%
—
Since Inception
10.58%
26.22%
Fund Age
4 yrs 2 mo
4 yrs 6 mo
AUM
₹203.15 Cr
₹81.24 Cr
Alpha – 1 Year
0.05%
11.38%
Alpha – 3 Years
−0.85%
2.62%
Information Ratio – 3 Years
-0.08
0.33
Volatility – 1 Year
17.22%
46.80%
Volatility – 3 Years
15.94%
34.40%
Beta – 1 Year
0.94
2.21
Beta – 3 Years
0.95
1.57
Sharpe Ratio – 1 Year
-0.24
0.38
Sharpe Ratio – 3 Years
0.25
0.37
Worst Rolling Year
14.66%
9.66%
Value at Worst Rolling Year
₹1.15 Cr
₹1.10 Cr
Deepest Drawdown
—
−43.02%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
21.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%