Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Tamohara - TRUFFLE
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%
8.72%
6 Months
−6.39%
28.59%
1 Year
−0.30%
28.02%
3 Years
8.15%
18.67%
5 Years
6.89%
17.18%
Since Inception
10.58%
20.03%
Fund Age
4 yrs 2 mo
5 yrs 4 mo
AUM
₹203.15 Cr
₹221.27 Cr
Alpha – 1 Year
0.05%
28.37%
Alpha – 3 Years
−0.85%
9.68%
Information Ratio – 3 Years
-0.08
0.87
Volatility – 1 Year
17.22%
22.32%
Volatility – 3 Years
15.94%
17.88%
Beta – 1 Year
0.94
1.03
Beta – 3 Years
0.95
0.95
Sharpe Ratio – 1 Year
-0.24
0.99
Sharpe Ratio – 3 Years
0.25
0.81
Worst Rolling Year
14.66%
13.69%
Value at Worst Rolling Year
₹1.15 Cr
₹1.14 Cr
Deepest Drawdown
—
−20.50%
Recovery Period
—
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –