Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
6.91%
6 Months
−6.39%
15.63%
1 Year
−0.30%
20.01%
3 Years
8.15%
17.10%
5 Years
6.89%
15.64%
Since Inception
10.58%
13.05%
Fund Age
4 yrs 2 mo
8 yrs 11 mo
AUM
₹203.15 Cr
₹46.46 Cr
Alpha – 1 Year
0.05%
15.29%
Alpha – 3 Years
−0.85%
5.01%
Information Ratio – 3 Years
-0.08
0.88
Volatility – 1 Year
17.22%
20.61%
Volatility – 3 Years
15.94%
19.98%
Beta – 1 Year
0.94
0.94
Beta – 3 Years
0.95
1.02
Sharpe Ratio – 1 Year
-0.24
0.73
Sharpe Ratio – 3 Years
0.25
0.85
Worst Rolling Year
14.66%
-3.76%
Value at Worst Rolling Year
₹1.15 Cr
₹0.96 Cr
Deepest Drawdown
—
−27.72%
Recovery Period
—
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
20.47%
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 27% · M 34% · S 33%
Number of Stocks
—
25
Portfolio P/E
—
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
—
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%