Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
−0.03%
6 Months
−6.39%
1.95%
1 Year
−0.30%
9.19%
3 Years
8.15%
16.93%
5 Years
6.89%
11.74%
Since Inception
10.58%
12.55%
Fund Age
4 yrs 2 mo
7 yrs 3 mo
AUM
₹203.15 Cr
₹17.39 Cr
Alpha – 1 Year
0.05%
9.54%
Alpha – 3 Years
−0.85%
7.93%
Information Ratio – 3 Years
-0.08
0.83
Volatility – 1 Year
17.22%
16.46%
Volatility – 3 Years
15.94%
13.48%
Beta – 1 Year
0.94
0.82
Beta – 3 Years
0.95
0.74
Sharpe Ratio – 1 Year
-0.24
0.29
Sharpe Ratio – 3 Years
0.25
0.84
Worst Rolling Year
14.66%
3.01%
Value at Worst Rolling Year
₹1.15 Cr
₹1.03 Cr
Deepest Drawdown
—
−16.15%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
16.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 27% · M 18% · S 26%
Number of Stocks
—
53
Portfolio P/E
—
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
—
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%