Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Avestha - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
0.64%
6 Months
−5.56%
21.51%
1 Year
34.70%
15.87%
3 Years
27.41%
14.38%
5 Years
32.51%
17.96%
Since Inception
32.15%
16.82%
Fund Age
13 yrs 6 mo
8 yrs 9 mo
AUM
₹2,318.72 Cr
₹1,503.25 Cr
Alpha – 1 Year
35.05%
11.15%
Alpha – 3 Years
18.41%
2.29%
Information Ratio – 3 Years
1.03
0.39
Volatility – 1 Year
21.67%
27.51%
Volatility – 3 Years
15.53%
22.70%
Beta – 1 Year
0.28
1.48
Beta – 3 Years
0.35
1.25
Sharpe Ratio – 1 Year
1.24
0.47
Sharpe Ratio – 3 Years
1.31
0.50
Worst Rolling Year
-17.36%
1.64%
Value at Worst Rolling Year
₹0.83 Cr
₹1.02 Cr
Deepest Drawdown
−21.72%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
23.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 12% · M 19% · S 67%
Number of Stocks
9
17
Portfolio P/E
14.68
—
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%