Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
SageOne - Core Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
11.42%
6 Months
−6.39%
35.03%
1 Year
−0.30%
37.21%
3 Years
8.15%
27.05%
5 Years
6.89%
21.76%
Since Inception
10.58%
19.33%
Fund Age
4 yrs 2 mo
6 yrs 10 mo
AUM
₹203.15 Cr
₹2,975 Cr
Alpha – 1 Year
0.05%
23.77%
Alpha – 3 Years
−0.85%
6.78%
Information Ratio – 3 Years
-0.08
5.24
Volatility – 1 Year
17.22%
18.59%
Volatility – 3 Years
15.94%
19.39%
Beta – 1 Year
0.94
1.23
Beta – 3 Years
0.95
1.12
Sharpe Ratio – 1 Year
-0.24
1.44
Sharpe Ratio – 3 Years
0.25
0.98
Worst Rolling Year
14.66%
-6.18%
Value at Worst Rolling Year
₹1.15 Cr
₹0.94 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
100.00%
92.59%
Median Rolling Year
20.47%
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
14
Portfolio P/E
—
25.70
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%