Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
MOAT - Special Opportunities Fund
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%
2.77%
6 Months
−6.39%
8.02%
1 Year
−0.30%
5.50%
3 Years
8.15%
7.60%
5 Years
6.89%
9.19%
Since Inception
10.58%
14.35%
Fund Age
4 yrs 2 mo
5 yrs 9 mo
AUM
₹203.15 Cr
₹11.85 Cr
Alpha – 1 Year
0.05%
0.78%
Alpha – 3 Years
−0.85%
−4.49%
Information Ratio – 3 Years
-0.08
-0.44
Volatility – 1 Year
17.22%
20.18%
Volatility – 3 Years
15.94%
17.74%
Beta – 1 Year
0.94
1.11
Beta – 3 Years
0.95
1.06
Sharpe Ratio – 1 Year
-0.24
0.10
Sharpe Ratio – 3 Years
0.25
0.27
Worst Rolling Year
14.66%
7.60%
Value at Worst Rolling Year
₹1.15 Cr
₹1.08 Cr
Deepest Drawdown
—
−24.84%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
14.22%
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%