Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
−6.39%
5.19%
1 Year
−0.30%
−0.45%
3 Years
8.15%
11.72%
5 Years
6.89%
—
Since Inception
10.58%
12.62%
Fund Age
4 yrs 2 mo
3 yrs 8 mo
AUM
₹203.15 Cr
₹42.96 Cr
Alpha – 1 Year
0.05%
−3.43%
Alpha – 3 Years
−0.85%
−0.17%
Information Ratio – 3 Years
-0.08
-0.16
Volatility – 1 Year
17.22%
16.93%
Volatility – 3 Years
15.94%
15.20%
Beta – 1 Year
0.94
0.92
Beta – 3 Years
0.95
0.91
Sharpe Ratio – 1 Year
-0.24
-0.27
Sharpe Ratio – 3 Years
0.25
0.45
Worst Rolling Year
14.66%
11.64%
Value at Worst Rolling Year
₹1.15 Cr
₹1.12 Cr
Deepest Drawdown
—
−20.38%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
15.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
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% / 0% / 0%