Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
−6.39%
2.17%
1 Year
−0.30%
7.07%
3 Years
8.15%
15.12%
5 Years
6.89%
—
Since Inception
10.58%
19.80%
Fund Age
4 yrs 2 mo
7 yrs 3 mo
AUM
₹203.15 Cr
₹7.19 Cr
Alpha – 1 Year
0.05%
7.50%
Alpha – 3 Years
−0.85%
6.56%
Information Ratio – 3 Years
-0.08
1.22
Volatility – 1 Year
17.22%
19.38%
Volatility – 3 Years
15.94%
16.31%
Beta – 1 Year
0.94
1.18
Beta – 3 Years
0.95
1.13
Sharpe Ratio – 1 Year
-0.24
0.17
Sharpe Ratio – 3 Years
0.25
0.62
Worst Rolling Year
14.66%
14.31%
Value at Worst Rolling Year
₹1.15 Cr
₹1.14 Cr
Deepest Drawdown
—
−17.66%
Recovery Period
—
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
16.29%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 73% · M 25%
Number of Stocks
—
100
Portfolio P/E
—
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –