Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Karma Capital Magnolia
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Karma Capital Magnolia
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
0.10%
6 Months
−6.39%
8.00%
1 Year
−0.30%
6.50%
3 Years
8.15%
11.40%
5 Years
6.89%
—
Since Inception
10.58%
13.00%
Fund Age
4 yrs 2 mo
3 yrs 6 mo
AUM
₹203.15 Cr
₹9.42 Cr
Alpha – 1 Year
0.05%
1.80%
Alpha – 3 Years
−0.85%
−0.70%
Information Ratio – 3 Years
-0.08
-0.20
Volatility – 1 Year
17.22%
21.60%
Volatility – 3 Years
15.94%
16.09%
Beta – 1 Year
0.94
1.19
Beta – 3 Years
0.95
0.99
Sharpe Ratio – 1 Year
-0.24
0.17
Sharpe Ratio – 3 Years
0.25
0.37
Worst Rolling Year
14.66%
8.82%
Value at Worst Rolling Year
₹1.15 Cr
₹1.09 Cr
Deepest Drawdown
—
−17.53%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
13.10%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 51% · M 15% · S 33%
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%
ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.1% / – / 0%