Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Avestha - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
0.64%
6 Months
−2.30%
21.51%
1 Year
1.68%
15.87%
3 Years
13.91%
14.38%
5 Years
—
17.96%
Since Inception
14.05%
16.82%
Fund Age
3 yrs 10 mo
8 yrs 9 mo
AUM
₹53.78 Cr
₹1,503.25 Cr
Alpha – 1 Year
−3.04%
11.15%
Alpha – 3 Years
1.82%
2.29%
Information Ratio – 3 Years
0.34
0.39
Volatility – 1 Year
15.80%
27.51%
Volatility – 3 Years
15.64%
22.70%
Beta – 1 Year
0.86
1.48
Beta – 3 Years
0.97
1.25
Sharpe Ratio – 1 Year
-0.15
0.47
Sharpe Ratio – 3 Years
0.71
0.50
Worst Rolling Year
15.78%
1.64%
Value at Worst Rolling Year
₹1.16 Cr
₹1.02 Cr
Deepest Drawdown
−18.40%
−24.39%
Recovery Period
275 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
23.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
L 12% · M 19% · S 67%
Number of Stocks
—
17
Portfolio P/E
—
—
Top 5 Holdings
—
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
—
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
2.25% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%