Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
0.95%
6 Months
−6.39%
11.98%
1 Year
−0.30%
18.12%
3 Years
8.15%
18.24%
5 Years
6.89%
—
Since Inception
10.58%
20.21%
Fund Age
4 yrs 2 mo
4 yrs 8 mo
AUM
₹203.15 Cr
₹424.87 Cr
Alpha – 1 Year
0.05%
13.40%
Alpha – 3 Years
−0.85%
6.15%
Information Ratio – 3 Years
-0.08
0.85
Volatility – 1 Year
17.22%
22.44%
Volatility – 3 Years
15.94%
19.69%
Beta – 1 Year
0.94
1.22
Beta – 3 Years
0.95
1.10
Sharpe Ratio – 1 Year
-0.24
0.61
Sharpe Ratio – 3 Years
0.25
0.80
Worst Rolling Year
14.66%
18.24%
Value at Worst Rolling Year
₹1.15 Cr
₹1.18 Cr
Deepest Drawdown
—
−25.57%
Recovery Period
—
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
24.33%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 1% · S 89%
Number of Stocks
—
30
Portfolio P/E
—
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
—
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%