Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
4.30%
6 Months
−6.39%
9.50%
1 Year
−0.30%
10.30%
3 Years
8.15%
13.40%
5 Years
6.89%
13.85%
Since Inception
10.58%
12.90%
Fund Age
4 yrs 2 mo
19 yrs 8 mo
AUM
₹203.15 Cr
₹295.65 Cr
Alpha – 1 Year
0.05%
5.60%
Alpha – 3 Years
−0.85%
1.30%
Information Ratio – 3 Years
-0.08
0.46
Volatility – 1 Year
17.22%
20.18%
Volatility – 3 Years
15.94%
17.30%
Beta – 1 Year
0.94
1.09
Beta – 3 Years
0.95
1.05
Sharpe Ratio – 1 Year
-0.24
0.32
Sharpe Ratio – 3 Years
0.25
0.49
Worst Rolling Year
14.66%
-20.52%
Value at Worst Rolling Year
₹1.15 Cr
₹0.79 Cr
Deepest Drawdown
—
−12.92%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
20.47%
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
—
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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%
1% / – / –