Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.01%
−2.26%
6 Months
−6.39%
9.35%
1 Year
−0.30%
10.43%
3 Years
8.15%
15.16%
5 Years
6.89%
—
Since Inception
10.58%
21.24%
Fund Age
4 yrs 2 mo
4 yrs 11 mo
AUM
₹203.15 Cr
₹16.88 Cr
Alpha – 1 Year
0.05%
8.57%
Alpha – 3 Years
−0.85%
3.08%
Information Ratio – 3 Years
-0.08
0.34
Volatility – 1 Year
17.22%
33.08%
Volatility – 3 Years
15.94%
27.65%
Beta – 1 Year
0.94
1.54
Beta – 3 Years
0.95
1.38
Sharpe Ratio – 1 Year
-0.24
0.28
Sharpe Ratio – 3 Years
0.25
0.51
Worst Rolling Year
14.66%
12.88%
Value at Worst Rolling Year
₹1.15 Cr
₹1.13 Cr
Deepest Drawdown
—
−32.66%
Recovery Period
—
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
24.61%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
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%
—
Top Sectors
—
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%