Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
0.25%
6 Months
−6.39%
15.19%
1 Year
−0.30%
3.21%
3 Years
8.15%
19.65%
5 Years
6.89%
—
Since Inception
10.58%
25.09%
Fund Age
4 yrs 2 mo
3 yrs 5 mo
AUM
₹203.15 Cr
₹4,148.34 Cr
Alpha – 1 Year
0.05%
0.23%
Alpha – 3 Years
−0.85%
7.77%
Information Ratio – 3 Years
-0.08
0.62
Volatility – 1 Year
17.22%
21.54%
Volatility – 3 Years
15.94%
22.15%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
0.95
1.15
Sharpe Ratio – 1 Year
-0.24
-0.01
Sharpe Ratio – 3 Years
0.25
0.68
Worst Rolling Year
14.66%
19.49%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
—
−27.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%