Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.01%
2.21%
6 Months
−6.39%
21.04%
1 Year
−0.30%
21.34%
3 Years
8.15%
19.08%
5 Years
6.89%
23.67%
Since Inception
10.58%
—
Fund Age
4 yrs 2 mo
6 yrs 4 mo
AUM
₹203.15 Cr
₹364.08 Cr
Alpha – 1 Year
0.05%
21.69%
Alpha – 3 Years
−0.85%
10.08%
Information Ratio – 3 Years
-0.08
0.52
Volatility – 1 Year
17.22%
32.28%
Volatility – 3 Years
15.94%
28.08%
Beta – 1 Year
0.94
1.47
Beta – 3 Years
0.95
1.60
Sharpe Ratio – 1 Year
-0.24
0.58
Sharpe Ratio – 3 Years
0.25
0.57
Worst Rolling Year
14.66%
15.61%
Value at Worst Rolling Year
₹1.15 Cr
₹1.16 Cr
Deepest Drawdown
—
−31.98%
Recovery Period
—
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
—
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%