Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Right Horizons - Perennial
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%
−0.19%
6 Months
−6.39%
11.46%
1 Year
−0.30%
8.21%
3 Years
8.15%
12.09%
5 Years
6.89%
11.81%
Since Inception
10.58%
13.34%
Fund Age
4 yrs 2 mo
5 yrs 3 mo
AUM
₹203.15 Cr
₹34.29 Cr
Alpha – 1 Year
0.05%
5.23%
Alpha – 3 Years
−0.85%
0.21%
Information Ratio – 3 Years
-0.08
0.17
Volatility – 1 Year
17.22%
24.84%
Volatility – 3 Years
15.94%
21.42%
Beta – 1 Year
0.94
1.25
Beta – 3 Years
0.95
1.08
Sharpe Ratio – 1 Year
-0.24
0.21
Sharpe Ratio – 3 Years
0.25
0.49
Worst Rolling Year
14.66%
7.11%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
—
−34.77%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 5% · M 7% · S 69%
Number of Stocks
—
37
Portfolio P/E
—
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
—
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%