Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
2.85%
6 Months
−6.39%
22.81%
1 Year
−0.30%
15.74%
3 Years
8.15%
19.34%
5 Years
6.89%
—
Since Inception
10.58%
24.49%
Fund Age
4 yrs 2 mo
3 yrs 3 mo
AUM
₹203.15 Cr
₹446.96 Cr
Alpha – 1 Year
0.05%
11.02%
Alpha – 3 Years
−0.85%
7.25%
Information Ratio – 3 Years
-0.08
0.86
Volatility – 1 Year
17.22%
23.09%
Volatility – 3 Years
15.94%
17.79%
Beta – 1 Year
0.94
1.11
Beta – 3 Years
0.95
0.93
Sharpe Ratio – 1 Year
-0.24
0.51
Sharpe Ratio – 3 Years
0.25
0.79
Worst Rolling Year
14.66%
19.32%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
—
−18.72%
Recovery Period
—
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 19% · S 80%
Number of Stocks
—
30
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
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—