Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
7.67%
6 Months
−6.39%
27.70%
1 Year
−0.30%
47.52%
3 Years
8.15%
23.98%
5 Years
6.89%
15.87%
Since Inception
10.58%
18.55%
Fund Age
4 yrs 2 mo
16 yrs 2 mo
AUM
₹203.15 Cr
₹1,022.92 Cr
Alpha – 1 Year
0.05%
42.80%
Alpha – 3 Years
−0.85%
11.89%
Information Ratio – 3 Years
-0.08
1.12
Volatility – 1 Year
17.22%
28.29%
Volatility – 3 Years
15.94%
20.76%
Beta – 1 Year
0.94
1.36
Beta – 3 Years
0.95
1.07
Sharpe Ratio – 1 Year
-0.24
1.33
Sharpe Ratio – 3 Years
0.25
0.99
Worst Rolling Year
14.66%
-4.58%
Value at Worst Rolling Year
₹1.15 Cr
₹0.95 Cr
Deepest Drawdown
—
−19.51%
Recovery Period
—
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
20.47%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 22% · M 32% · S 42%
Number of Stocks
—
26
Portfolio P/E
—
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%