Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs JM-Apex
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
JM-Apex
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%
5.10%
6 Months
−6.39%
17.39%
1 Year
−0.30%
20.93%
3 Years
8.15%
17.01%
5 Years
6.89%
—
Since Inception
10.58%
19.54%
Fund Age
4 yrs 2 mo
3 yrs 6 mo
AUM
₹203.15 Cr
₹615.02 Cr
Alpha – 1 Year
0.05%
16.21%
Alpha – 3 Years
−0.85%
4.92%
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
17.22%
19.36%
Volatility – 3 Years
15.94%
18.51%
Beta – 1 Year
0.94
1.01
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.24
0.81
Sharpe Ratio – 3 Years
0.25
0.72
Worst Rolling Year
14.66%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
—
−14.79%
Recovery Period
—
45 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.47%
—
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%
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%