Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
−6.39%
9.86%
1 Year
−0.30%
0.86%
3 Years
8.15%
8.29%
5 Years
6.89%
15.11%
Since Inception
10.58%
11.40%
Fund Age
4 yrs 2 mo
8 yrs 7 mo
AUM
₹203.15 Cr
₹119.22 Cr
Alpha – 1 Year
0.05%
1.21%
Alpha – 3 Years
−0.85%
−0.71%
Information Ratio – 3 Years
-0.08
-0.05
Volatility – 1 Year
17.22%
21.27%
Volatility – 3 Years
15.94%
19.22%
Beta – 1 Year
0.94
1.20
Beta – 3 Years
0.95
1.19
Sharpe Ratio – 1 Year
-0.24
-0.10
Sharpe Ratio – 3 Years
0.25
0.25
Worst Rolling Year
14.66%
0.71%
Value at Worst Rolling Year
₹1.15 Cr
₹1.01 Cr
Deepest Drawdown
—
−29.07%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
20.47%
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 2% · M 52% · S 44%
Number of Stocks
—
33
Portfolio P/E
—
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
—
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%