Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Sowilo Multicap Fund
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%
3.12%
6 Months
−6.39%
20.18%
1 Year
−0.30%
17.30%
3 Years
8.15%
18.32%
5 Years
6.89%
—
Since Inception
10.58%
21.17%
Fund Age
4 yrs 2 mo
3 yrs 2 mo
AUM
₹203.15 Cr
₹171.55 Cr
Alpha – 1 Year
0.05%
12.58%
Alpha – 3 Years
−0.85%
6.23%
Information Ratio – 3 Years
-0.08
0.82
Volatility – 1 Year
17.22%
24.39%
Volatility – 3 Years
15.94%
21.61%
Beta – 1 Year
0.94
1.30
Beta – 3 Years
0.95
1.25
Sharpe Ratio – 1 Year
-0.24
0.55
Sharpe Ratio – 3 Years
0.25
0.70
Worst Rolling Year
14.66%
18.30%
Value at Worst Rolling Year
₹1.15 Cr
₹1.18 Cr
Deepest Drawdown
—
−26.88%
Recovery Period
—
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
19.41%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 4% · M 4% · S 88%
Number of Stocks
—
82
Portfolio P/E
—
—
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%