Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.01%
10.15%
6 Months
−6.39%
31.39%
1 Year
−0.30%
26.01%
3 Years
8.15%
19.28%
5 Years
6.89%
23.67%
Since Inception
10.58%
28.23%
Fund Age
4 yrs 2 mo
5 yrs 4 mo
AUM
₹203.15 Cr
₹483.07 Cr
Alpha – 1 Year
0.05%
21.29%
Alpha – 3 Years
−0.85%
7.19%
Information Ratio – 3 Years
-0.08
0.38
Volatility – 1 Year
17.22%
27.77%
Volatility – 3 Years
15.94%
26.19%
Beta – 1 Year
0.94
1.29
Beta – 3 Years
0.95
1.20
Sharpe Ratio – 1 Year
-0.24
0.78
Sharpe Ratio – 3 Years
0.25
0.61
Worst Rolling Year
14.66%
19.29%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
—
−32.66%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
33.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 6% · S 81%
Number of Stocks
—
63
Portfolio P/E
—
62.66
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
—
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%