Portfolio Management Services (PMS)Compare Schemes
ACE PRO - Large Cap vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
ACE PRO - Large Cap
Avestha - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.47%
0.64%
6 Months
−2.07%
21.51%
1 Year
−0.17%
15.87%
3 Years
9.32%
14.38%
5 Years
7.90%
17.96%
Since Inception
11.39%
16.82%
Fund Age
7 yrs 6 mo
8 yrs 9 mo
AUM
₹2.61 Cr
₹1,503.25 Cr
Alpha – 1 Year
0.18%
11.15%
Alpha – 3 Years
0.32%
2.29%
Information Ratio – 3 Years
0.24
0.39
Volatility – 1 Year
16.91%
27.51%
Volatility – 3 Years
14.31%
22.70%
Beta – 1 Year
1.05
1.48
Beta – 3 Years
1.01
1.25
Sharpe Ratio – 1 Year
-0.24
0.47
Sharpe Ratio – 3 Years
0.31
0.50
Worst Rolling Year
7.30%
1.64%
Value at Worst Rolling Year
₹1.07 Cr
₹1.02 Cr
Deepest Drawdown
−17.23%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.22%
23.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 90% · M 2% · S 8%
L 12% · M 19% · S 67%
Number of Stocks
26
17
Portfolio P/E
24.76
—
Top 5 Holdings
ICICI Bank Ltd · 8.56%
HDFC Bank Ltd · 8.37%
Reliance Industries Ltd · 8.03%
State Bank of India · 6.77%
Bharti Airtel Ltd · 6.21%
Apcotex Industries Ltd · 14.00%
AU Small Finance Bank Ltd · 10.22%
Praj Industries Ltd · 8.64%
P I Industries Ltd · 8.60%
Max Healthcare Institute Ltd · 8.46%
Top Sectors
Financial Services · 40.23%
Automobile and Auto Components · 9.56%
Information Technology · 8.45%
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%