Portfolio Management Services (PMS)Compare Schemes
ASK core Portfolio vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
ASK core Portfolio
Avestha - Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.84%
0.64%
6 Months
−7.36%
21.51%
1 Year
−4.21%
15.87%
3 Years
—
14.38%
5 Years
—
17.96%
Since Inception
−4.18%
16.82%
Fund Age
12 mo
8 yrs 9 mo
AUM
₹139.3 Cr
₹1,503.25 Cr
Alpha – 1 Year
−3.78%
11.15%
Alpha – 3 Years
—
2.29%
Information Ratio – 3 Years
—
0.39
Volatility – 1 Year
16.33%
27.51%
Volatility – 3 Years
—
22.70%
Beta – 1 Year
1.01
1.48
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
-0.52
0.47
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
1.64%
Value at Worst Rolling Year
—
₹1.02 Cr
Deepest Drawdown
−16.12%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
23.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 76% · M 10% · S 10%
L 12% · M 19% · S 67%
Number of Stocks
15
17
Portfolio P/E
28.49
—
Top 5 Holdings
HDFC Bank Ltd · 9.77%
Reliance Industries Ltd · 9.44%
Bajaj Finserv Ltd · 9.17%
Nestle India Ltd · 8.72%
Kotak Mahindra Bank Ltd · 8.56%
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 · 34.81%
Construction · 10.70%
Capital Goods · 10.46%
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%