Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Polaris Human Plus Machine Converged Equity Strategy
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Polaris Human Plus Machine Converged Equity Strategy
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%
9.44%
6 Months
−6.39%
2.42%
1 Year
−0.30%
1.29%
3 Years
8.15%
—
5 Years
6.89%
—
Since Inception
10.58%
23.68%
Fund Age
4 yrs 2 mo
4 mo
AUM
₹203.15 Cr
₹2.91 Cr
Alpha – 1 Year
0.05%
0.33%
Alpha – 3 Years
−0.85%
—
Information Ratio – 3 Years
-0.08
—
Volatility – 1 Year
17.22%
—
Volatility – 3 Years
15.94%
—
Beta – 1 Year
0.94
—
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.24
—
Sharpe Ratio – 3 Years
0.25
—
Worst Rolling Year
14.66%
—
Value at Worst Rolling Year
₹1.15 Cr
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.47%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 5% · S 92%
Number of Stocks
—
29
Portfolio P/E
—
67.46
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%
Shilpa Medicare Ltd · 11.42%
Cash & Cash Equivalent · 7.83%
Himadri Speciality Chemical Ltd · 7.42%
Sheela Foam Ltd · 6.84%
Rubicon Research Ltd · 6.78%
Top Sectors
—
Healthcare · 31.15%
Capital Goods · 20.12%
Chemicals · 13.97%
Fixed Fee
2.50% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%