Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Phillip Capital - Signature India 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%
3.08%
6 Months
−6.39%
14.24%
1 Year
−0.30%
9.21%
3 Years
8.15%
8.31%
5 Years
6.89%
7.74%
Since Inception
10.58%
11.80%
Fund Age
4 yrs 2 mo
10 yrs 3 mo
AUM
₹203.15 Cr
₹251.07 Cr
Alpha – 1 Year
0.05%
4.51%
Alpha – 3 Years
−0.85%
−2.91%
Information Ratio – 3 Years
-0.08
-0.50
Volatility – 1 Year
17.22%
21.09%
Volatility – 3 Years
15.94%
15.86%
Beta – 1 Year
0.94
1.13
Beta – 3 Years
0.95
0.93
Sharpe Ratio – 1 Year
-0.24
0.27
Sharpe Ratio – 3 Years
0.25
0.26
Worst Rolling Year
14.66%
-3.45%
Value at Worst Rolling Year
₹1.15 Cr
₹0.97 Cr
Deepest Drawdown
—
−19.63%
Recovery Period
—
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
20.47%
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 30% · M 32% · S 34%
Number of Stocks
—
28
Portfolio P/E
—
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
—
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%