Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Purnartha Pratham Strategy
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%
5.49%
6 Months
−6.39%
9.46%
1 Year
−0.30%
17.52%
3 Years
8.15%
14.28%
5 Years
6.89%
9.02%
Since Inception
10.58%
12.49%
Fund Age
4 yrs 2 mo
5 yrs 11 mo
AUM
₹203.15 Cr
₹1,633.45 Cr
Alpha – 1 Year
0.05%
12.80%
Alpha – 3 Years
−0.85%
2.19%
Information Ratio – 3 Years
-0.08
0.28
Volatility – 1 Year
17.22%
23.87%
Volatility – 3 Years
15.94%
18.97%
Beta – 1 Year
0.94
1.12
Beta – 3 Years
0.95
1.06
Sharpe Ratio – 1 Year
-0.24
0.57
Sharpe Ratio – 3 Years
0.25
0.55
Worst Rolling Year
14.66%
7.21%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
—
−20.29%
Recovery Period
—
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 14% · M 11% · S 40%
Number of Stocks
—
—
Portfolio P/E
—
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%