Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Master Trust India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Master Trust India Growth Strategy
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%
5.45%
6 Months
−6.39%
16.85%
1 Year
−0.30%
9.30%
3 Years
8.15%
14.05%
5 Years
6.89%
14.30%
Since Inception
10.58%
24.29%
Fund Age
4 yrs 2 mo
14 yrs 10 mo
AUM
₹203.15 Cr
₹372.24 Cr
Alpha – 1 Year
0.05%
4.58%
Alpha – 3 Years
−0.85%
1.97%
Information Ratio – 3 Years
-0.08
0.33
Volatility – 1 Year
17.22%
21.18%
Volatility – 3 Years
15.94%
20.18%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
0.95
1.12
Sharpe Ratio – 1 Year
-0.24
0.27
Sharpe Ratio – 3 Years
0.25
0.49
Worst Rolling Year
14.66%
-10.46%
Value at Worst Rolling Year
₹1.15 Cr
₹0.90 Cr
Deepest Drawdown
—
−23.77%
Recovery Period
—
99 days
1-Year Rolling Windows Positive
100.00%
93.61%
Median Rolling Year
20.47%
27.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
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%
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1.5% / 0.5%