Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Piper Serica Advisors - Leader Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
3.10%
6 Months
−6.39%
24.70%
1 Year
−0.30%
21.80%
3 Years
8.15%
16.46%
5 Years
6.89%
12.29%
Since Inception
10.58%
17.31%
Fund Age
4 yrs 2 mo
7 yrs 2 mo
AUM
₹203.15 Cr
₹328.39 Cr
Alpha – 1 Year
0.05%
22.15%
Alpha – 3 Years
−0.85%
7.46%
Information Ratio – 3 Years
-0.08
1.55
Volatility – 1 Year
17.22%
22.56%
Volatility – 3 Years
15.94%
18.01%
Beta – 1 Year
0.94
1.10
Beta – 3 Years
0.95
0.98
Sharpe Ratio – 1 Year
-0.24
0.85
Sharpe Ratio – 3 Years
0.25
1.07
Worst Rolling Year
14.66%
7.49%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
—
−21.44%
Recovery Period
—
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
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% / 1% / 1%