Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
PGIM India - Phoenix Portfolio
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%
3.66%
6 Months
−6.39%
18.51%
1 Year
−0.30%
2.32%
3 Years
8.15%
8.56%
5 Years
6.89%
13.23%
Since Inception
10.58%
12.52%
Fund Age
4 yrs 2 mo
10 yrs
AUM
₹203.15 Cr
₹60.22 Cr
Alpha – 1 Year
0.05%
2.67%
Alpha – 3 Years
−0.85%
−0.44%
Information Ratio – 3 Years
-0.08
-0.03
Volatility – 1 Year
17.22%
27.56%
Volatility – 3 Years
15.94%
21.93%
Beta – 1 Year
0.94
1.33
Beta – 3 Years
0.95
1.17
Sharpe Ratio – 1 Year
-0.24
0.01
Sharpe Ratio – 3 Years
0.25
0.24
Worst Rolling Year
14.66%
-13.90%
Value at Worst Rolling Year
₹1.15 Cr
₹0.86 Cr
Deepest Drawdown
—
−31.68%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
20.47%
15.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
M 3% · S 93%
Number of Stocks
—
26
Portfolio P/E
—
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
—
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%