Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
1.32%
6 Months
−6.39%
3.83%
1 Year
−0.30%
9.77%
3 Years
8.15%
13.19%
5 Years
6.89%
12.01%
Since Inception
10.58%
14.38%
Fund Age
4 yrs 2 mo
6 yrs 8 mo
AUM
₹203.15 Cr
₹42.66 Cr
Alpha – 1 Year
0.05%
3.80%
Alpha – 3 Years
−0.85%
2.30%
Information Ratio – 3 Years
-0.08
0.23
Volatility – 1 Year
17.22%
15.84%
Volatility – 3 Years
15.94%
12.64%
Beta – 1 Year
0.94
1.56
Beta – 3 Years
0.95
1.48
Sharpe Ratio – 1 Year
-0.24
0.32
Sharpe Ratio – 3 Years
0.25
0.70
Worst Rolling Year
14.66%
9.09%
Value at Worst Rolling Year
₹1.15 Cr
₹1.09 Cr
Deepest Drawdown
—
−15.18%
Recovery Period
—
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 37% · M 21% · S 27%
Number of Stocks
—
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
—
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%