Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Right Horizons - Flexi Cap
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%
4.94%
6 Months
−6.39%
11.49%
1 Year
−0.30%
3.89%
3 Years
8.15%
8.19%
5 Years
6.89%
11.02%
Since Inception
10.58%
10.97%
Fund Age
4 yrs 2 mo
13 yrs 8 mo
AUM
₹203.15 Cr
₹360.51 Cr
Alpha – 1 Year
0.05%
0.91%
Alpha – 3 Years
−0.85%
−3.69%
Information Ratio – 3 Years
-0.08
-0.18
Volatility – 1 Year
17.22%
23.04%
Volatility – 3 Years
15.94%
19.34%
Beta – 1 Year
0.94
1.26
Beta – 3 Years
0.95
1.17
Sharpe Ratio – 1 Year
-0.24
0.04
Sharpe Ratio – 3 Years
0.25
0.30
Worst Rolling Year
14.66%
-8.10%
Value at Worst Rolling Year
₹1.15 Cr
₹0.92 Cr
Deepest Drawdown
—
−30.43%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
20.47%
11.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 38% · M 28% · S 33%
Number of Stocks
—
29
Portfolio P/E
—
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
—
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%