Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Lakewater Advisors - India Growth
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Lakewater Advisors - India Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
−5.12%
6 Months
−6.39%
10.94%
1 Year
−0.30%
14.16%
3 Years
8.15%
7.74%
5 Years
6.89%
3.22%
Since Inception
10.58%
10.15%
Fund Age
4 yrs 2 mo
7 yrs 2 mo
AUM
₹203.15 Cr
₹34.95 Cr
Alpha – 1 Year
0.05%
14.51%
Alpha – 3 Years
−0.85%
−1.26%
Information Ratio – 3 Years
-0.08
-0.10
Volatility – 1 Year
17.22%
25.75%
Volatility – 3 Years
15.94%
17.58%
Beta – 1 Year
0.94
1.43
Beta – 3 Years
0.95
1.06
Sharpe Ratio – 1 Year
-0.24
0.43
Sharpe Ratio – 3 Years
0.25
0.21
Worst Rolling Year
14.66%
-2.37%
Value at Worst Rolling Year
₹1.15 Cr
₹0.98 Cr
Deepest Drawdown
—
−19.75%
Recovery Period
—
57 days
1-Year Rolling Windows Positive
100.00%
96.22%
Median Rolling Year
20.47%
9.45%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 41% · M 32% · S 26%
Number of Stocks
—
19
Portfolio P/E
—
40.21
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%
Bajaj Finance Ltd · 34.06%
P I Industries Ltd · 6.98%
Top Sectors
—
Financial Services · 22.79%
Metals & Mining · 16.86%
Construction Materials · 10.41%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%