Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
Unifi BCAD-2-BREAKOUT 20
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.01%
3.01%
6 Months
−6.39%
9.93%
1 Year
−0.30%
7.49%
3 Years
8.15%
9.34%
5 Years
6.89%
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Since Inception
10.58%
11.87%
Fund Age
4 yrs 2 mo
4 yrs 7 mo
AUM
₹203.15 Cr
₹1,953.44 Cr
Alpha – 1 Year
0.05%
2.77%
Alpha – 3 Years
−0.85%
−2.75%
Information Ratio – 3 Years
-0.08
-0.26
Volatility – 1 Year
17.22%
19.15%
Volatility – 3 Years
15.94%
16.91%
Beta – 1 Year
0.94
1.06
Beta – 3 Years
0.95
1.03
Sharpe Ratio – 1 Year
-0.24
0.19
Sharpe Ratio – 3 Years
0.25
0.30
Worst Rolling Year
14.66%
8.22%
Value at Worst Rolling Year
₹1.15 Cr
₹1.08 Cr
Deepest Drawdown
—
−20.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
12.78%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 17% · M 8% · S 75%
Number of Stocks
—
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Portfolio P/E
—
23.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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