Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
NAFA - Emerging Bluechip
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%
0.39%
6 Months
−6.39%
5.71%
1 Year
−0.30%
−0.97%
3 Years
8.15%
8.86%
5 Years
6.89%
14.20%
Since Inception
10.58%
14.76%
Fund Age
4 yrs 2 mo
10 yrs 5 mo
AUM
₹203.15 Cr
₹447.76 Cr
Alpha – 1 Year
0.05%
−2.83%
Alpha – 3 Years
−0.85%
−3.22%
Information Ratio – 3 Years
-0.08
0.04
Volatility – 1 Year
17.22%
24.79%
Volatility – 3 Years
15.94%
21.25%
Beta – 1 Year
0.94
1.35
Beta – 3 Years
0.95
1.20
Sharpe Ratio – 1 Year
-0.24
-0.14
Sharpe Ratio – 3 Years
0.25
0.31
Worst Rolling Year
14.66%
-13.00%
Value at Worst Rolling Year
₹1.15 Cr
₹0.87 Cr
Deepest Drawdown
—
−26.06%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.68%
Median Rolling Year
20.47%
19.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 2% · M 12% · S 84%
Number of Stocks
—
32
Portfolio P/E
—
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
—
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
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%