Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Shriram Future GEMS
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%
2.93%
6 Months
−6.39%
1.59%
1 Year
−0.30%
25.48%
3 Years
8.15%
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5 Years
6.89%
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Since Inception
10.58%
30.29%
Fund Age
4 yrs 2 mo
18 mo
AUM
₹203.15 Cr
₹0.8 Cr
Alpha – 1 Year
0.05%
25.83%
Alpha – 3 Years
−0.85%
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Information Ratio – 3 Years
-0.08
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Volatility – 1 Year
17.22%
16.88%
Volatility – 3 Years
15.94%
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Beta – 1 Year
0.94
0.86
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
-0.24
1.13
Sharpe Ratio – 3 Years
0.25
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Worst Rolling Year
14.66%
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Value at Worst Rolling Year
₹1.15 Cr
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Deepest Drawdown
—
−15.67%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.47%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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Number of Stocks
—
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Portfolio P/E
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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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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