Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
2.31%
6 Months
−6.39%
2.53%
1 Year
−0.30%
6.47%
3 Years
8.15%
7.48%
5 Years
6.89%
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Since Inception
10.58%
8.12%
Fund Age
4 yrs 2 mo
3 yrs 3 mo
AUM
₹203.15 Cr
₹32.76 Cr
Alpha – 1 Year
0.05%
−0.39%
Alpha – 3 Years
−0.85%
−3.56%
Information Ratio – 3 Years
-0.08
-0.35
Volatility – 1 Year
17.22%
5.60%
Volatility – 3 Years
15.94%
5.15%
Beta – 1 Year
0.94
0.43
Beta – 3 Years
0.95
0.49
Sharpe Ratio – 1 Year
-0.24
0.22
Sharpe Ratio – 3 Years
0.25
0.41
Worst Rolling Year
14.66%
6.82%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
—
−8.35%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
7.67%
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%
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Top Sectors
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Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%