Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Merisis Catalyst Series 1
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Merisis Catalyst Series 1
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%
−2.20%
6 Months
−6.39%
9.62%
1 Year
−0.30%
—
3 Years
8.15%
—
5 Years
6.89%
—
Since Inception
10.58%
3.28%
Fund Age
4 yrs 2 mo
9 mo
AUM
₹203.15 Cr
₹0.81 Cr
Alpha – 1 Year
0.05%
—
Alpha – 3 Years
−0.85%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
17.22%
—
Volatility – 3 Years
15.94%
—
Beta – 1 Year
0.94
—
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.24
—
Sharpe Ratio – 3 Years
0.25
—
Worst Rolling Year
14.66%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.47%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
S 79%
Number of Stocks
—
8
Portfolio P/E
—
32.20
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%
Wockhardt Ltd · 14.44%
Ion Exchange (India) Ltd · 12.96%
Ramco Systems Ltd · 11.82%
Jubilant Ingrevia Ltd · 10.28%
Venkys (India) Ltd · 10.20%
Top Sectors
—
Healthcare · 21.28%
Fast Moving Consumer Goods · 19.84%
Utilities · 12.96%
Fixed Fee
2.50% / yr
1.20% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%