Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Nippon - Absolute Freedom - ABS
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Nippon - Absolute Freedom - ABS
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%
5.68%
6 Months
−6.39%
10.98%
1 Year
−0.30%
10.72%
3 Years
8.15%
15.83%
5 Years
6.89%
13.58%
Since Inception
10.58%
14.48%
Fund Age
4 yrs 2 mo
21 yrs 11 mo
AUM
₹203.15 Cr
₹8.51 Cr
Alpha – 1 Year
0.05%
6.00%
Alpha – 3 Years
−0.85%
3.74%
Information Ratio – 3 Years
-0.08
0.71
Volatility – 1 Year
17.22%
16.38%
Volatility – 3 Years
15.94%
14.45%
Beta – 1 Year
0.94
0.87
Beta – 3 Years
0.95
0.89
Sharpe Ratio – 1 Year
-0.24
0.33
Sharpe Ratio – 3 Years
0.25
0.72
Worst Rolling Year
14.66%
-12.28%
Value at Worst Rolling Year
₹1.15 Cr
₹0.88 Cr
Deepest Drawdown
—
−17.66%
Recovery Period
—
197 days
1-Year Rolling Windows Positive
100.00%
90.88%
Median Rolling Year
20.47%
13.32%
5-Year Rolling Windows Positive
—
98.04%
Market-Cap Mix
—
L 23% · M 15% · S 43%
Number of Stocks
—
30
Portfolio P/E
—
39.84
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%
Other Equity · 11.39%
Cash & Cash Equivalent · 7.18%
One 97 Communications Ltd · 4.17%
Neuland Laboratories Ltd · 4.14%
Delhivery Ltd · 4.02%
Top Sectors
—
Financial Services · 29.79%
Healthcare · 14.33%
Information Technology · 7.43%
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%