Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
NJ - 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%
−1.21%
6 Months
−6.39%
5.09%
1 Year
−0.30%
0.26%
3 Years
8.15%
9.53%
5 Years
6.89%
5.40%
Since Inception
10.58%
12.09%
Fund Age
4 yrs 2 mo
8 yrs 5 mo
AUM
₹203.15 Cr
₹1,644.09 Cr
Alpha – 1 Year
0.05%
0.61%
Alpha – 3 Years
−0.85%
0.54%
Information Ratio – 3 Years
-0.08
0.06
Volatility – 1 Year
17.22%
17.94%
Volatility – 3 Years
15.94%
17.25%
Beta – 1 Year
0.94
1.03
Beta – 3 Years
0.95
1.11
Sharpe Ratio – 1 Year
-0.24
-0.20
Sharpe Ratio – 3 Years
0.25
0.31
Worst Rolling Year
14.66%
2.29%
Value at Worst Rolling Year
₹1.15 Cr
₹1.02 Cr
Deepest Drawdown
—
−21.60%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
16.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 49% · M 36% · S 14%
Number of Stocks
—
20
Portfolio P/E
—
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
—
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%