Portfolio Management Services (PMS)Compare Schemes
ASK-DRP vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
ASK-DRP
Avestha - Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.89%
0.64%
6 Months
−1.27%
21.51%
1 Year
2.67%
15.87%
3 Years
6.64%
14.38%
5 Years
7.83%
17.96%
Since Inception
10.74%
16.82%
Fund Age
8 yrs 1 mo
8 yrs 9 mo
AUM
₹495.64 Cr
₹1,503.25 Cr
Alpha – 1 Year
−0.31%
11.15%
Alpha – 3 Years
−5.24%
2.29%
Information Ratio – 3 Years
-0.72
0.39
Volatility – 1 Year
17.10%
27.51%
Volatility – 3 Years
16.45%
22.70%
Beta – 1 Year
0.95
1.48
Beta – 3 Years
0.97
1.25
Sharpe Ratio – 1 Year
-0.08
0.47
Sharpe Ratio – 3 Years
0.14
0.50
Worst Rolling Year
6.09%
1.64%
Value at Worst Rolling Year
₹1.06 Cr
₹1.02 Cr
Deepest Drawdown
−22.30%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.93%
23.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 62% · M 31% · S 6%
L 12% · M 19% · S 67%
Number of Stocks
26
17
Portfolio P/E
31.96
—
Top 5 Holdings
Schaeffler India Ltd · 6.40%
HDFC Bank Ltd · 6.36%
Infosys Ltd · 6.13%
Reliance Industries Ltd · 5.84%
Kotak Mahindra Bank Ltd · 5.21%
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 · 27.41%
Automobile and Auto Components · 16.14%
Capital Goods · 13.41%
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%