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Agreya Momentum vs Prime Velocity

Agreya Momentum

Prime Velocity

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Growth of ₹1 Crore

Agreya Momentum

Prime Velocity

Return for the risk

3 yrs return

10%

15%

NIFTY 50 Total Return Index · 9%

Agreya Momentum

8.2% • vol 15.9%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

2.01%

3.47%

6 Months

−6.39%

10.18%

1 Year

−0.30%

—

3 Years

8.15%

—

5 Years

6.89%

—

Since Inception

10.58%

7.03%

Fund Age

4 yrs 2 mo

10 mo

AUM

₹203.15 Cr

₹57.72 Cr

Alpha – 1 Year

0.05%

—

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

—

Number of Stocks

—

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%

—

Top Sectors

—

Fixed Fee

2.50% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

1% / 0.5% / –

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