Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Ksema - Alpha
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%
1.08%
6 Months
−6.39%
1.74%
1 Year
−0.30%
10.49%
3 Years
8.15%
12.80%
5 Years
6.89%
12.91%
Since Inception
10.58%
15.37%
Fund Age
4 yrs 2 mo
7 yrs 7 mo
AUM
₹203.15 Cr
₹15.96 Cr
Alpha – 1 Year
0.05%
10.84%
Alpha – 3 Years
−0.85%
3.80%
Information Ratio – 3 Years
-0.08
0.47
Volatility – 1 Year
17.22%
19.22%
Volatility – 3 Years
15.94%
17.53%
Beta – 1 Year
0.94
1.18
Beta – 3 Years
0.95
1.15
Sharpe Ratio – 1 Year
-0.24
0.34
Sharpe Ratio – 3 Years
0.25
0.48
Worst Rolling Year
14.66%
12.46%
Value at Worst Rolling Year
₹1.15 Cr
₹1.12 Cr
Deepest Drawdown
—
−19.38%
Recovery Period
—
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
18.63%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 64% · M 15% · S 21%
Number of Stocks
—
38
Portfolio P/E
—
24.65
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 · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
—
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / 1%