Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Pace - Flexi
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Pace - Flexi
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%
0.57%
6 Months
−6.39%
3.80%
1 Year
−0.30%
20.95%
3 Years
8.15%
16.43%
5 Years
6.89%
15.76%
Since Inception
10.58%
14.79%
Fund Age
4 yrs 2 mo
5 yrs 8 mo
AUM
₹203.15 Cr
₹116.87 Cr
Alpha – 1 Year
0.05%
13.41%
Alpha – 3 Years
−0.85%
5.18%
Information Ratio – 3 Years
-0.08
0.32
Volatility – 1 Year
17.22%
9.08%
Volatility – 3 Years
15.94%
12.28%
Beta – 1 Year
0.94
0.54
Beta – 3 Years
0.95
0.90
Sharpe Ratio – 1 Year
-0.24
1.56
Sharpe Ratio – 3 Years
0.25
0.88
Worst Rolling Year
14.66%
10.68%
Value at Worst Rolling Year
₹1.15 Cr
₹1.11 Cr
Deepest Drawdown
—
−18.39%
Recovery Period
—
200 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
16.68%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
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
—
—
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%