Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Right Horizons - Alliance
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%
1.80%
6 Months
−6.39%
2.80%
1 Year
−0.30%
4.89%
3 Years
8.15%
12.23%
5 Years
6.89%
10.64%
Since Inception
10.58%
8.93%
Fund Age
4 yrs 2 mo
12 yrs
AUM
₹203.15 Cr
₹134.76 Cr
Alpha – 1 Year
0.05%
−1.08%
Alpha – 3 Years
−0.85%
1.34%
Information Ratio – 3 Years
-0.08
0.07
Volatility – 1 Year
17.22%
10.79%
Volatility – 3 Years
15.94%
9.62%
Beta – 1 Year
0.94
1.04
Beta – 3 Years
0.95
1.10
Sharpe Ratio – 1 Year
-0.24
-0.01
Sharpe Ratio – 3 Years
0.25
0.69
Worst Rolling Year
14.66%
0.05%
Value at Worst Rolling Year
₹1.15 Cr
₹1.00 Cr
Deepest Drawdown
—
−11.50%
Recovery Period
—
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
20.47%
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 50% · M 11% · S 8%
Number of Stocks
—
33
Portfolio P/E
—
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
—
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –