Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
0.50%
6 Months
−6.39%
2.02%
1 Year
−0.30%
0.60%
3 Years
8.15%
8.21%
5 Years
6.89%
5.75%
Since Inception
10.58%
9.73%
Fund Age
4 yrs 2 mo
6 yrs
AUM
₹203.15 Cr
₹128.19 Cr
Alpha – 1 Year
0.05%
1.03%
Alpha – 3 Years
−0.85%
−0.36%
Information Ratio – 3 Years
-0.08
0.12
Volatility – 1 Year
17.22%
19.24%
Volatility – 3 Years
15.94%
14.76%
Beta – 1 Year
0.94
1.13
Beta – 3 Years
0.95
0.95
Sharpe Ratio – 1 Year
-0.24
-0.16
Sharpe Ratio – 3 Years
0.25
0.24
Worst Rolling Year
14.66%
0.20%
Value at Worst Rolling Year
₹1.15 Cr
₹1.00 Cr
Deepest Drawdown
—
−18.72%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
20.47%
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%