Portfolio Management Services (PMS)Compare Schemes
Agreya Momentum vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Agreya Momentum
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
−6.39%
6.39%
1 Year
−0.30%
0.37%
3 Years
8.15%
11.18%
5 Years
6.89%
—
Since Inception
10.58%
4.21%
Fund Age
4 yrs 2 mo
4 yrs 6 mo
AUM
₹203.15 Cr
₹59.82 Cr
Alpha – 1 Year
0.05%
−2.61%
Alpha – 3 Years
−0.85%
−0.71%
Information Ratio – 3 Years
-0.08
0.13
Volatility – 1 Year
17.22%
22.91%
Volatility – 3 Years
15.94%
17.96%
Beta – 1 Year
0.94
1.09
Beta – 3 Years
0.95
1.01
Sharpe Ratio – 1 Year
-0.24
-0.11
Sharpe Ratio – 3 Years
0.25
0.38
Worst Rolling Year
14.66%
3.87%
Value at Worst Rolling Year
₹1.15 Cr
₹1.04 Cr
Deepest Drawdown
—
−25.26%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.47%
12.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 40% · M 26% · S 33%
Number of Stocks
—
35
Portfolio P/E
—
45.30
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%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
—
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%