Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Motilal Oswal - India Growth Strategy
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%
1.02%
6 Months
−6.39%
20.43%
1 Year
−0.30%
14.98%
3 Years
8.15%
—
5 Years
6.89%
—
Since Inception
10.58%
20.69%
Fund Age
4 yrs 2 mo
2 yrs 8 mo
AUM
₹203.15 Cr
₹320.35 Cr
Alpha – 1 Year
0.05%
12.00%
Alpha – 3 Years
−0.85%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
17.22%
24.24%
Volatility – 3 Years
15.94%
—
Beta – 1 Year
0.94
1.26
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.24
0.46
Sharpe Ratio – 3 Years
0.25
—
Worst Rolling Year
14.66%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
—
−12.04%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.47%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 5% · M 36% · S 51%
Number of Stocks
—
29
Portfolio P/E
—
40.22
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 · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Top Sectors
—
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
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%