Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
ASK-EOP
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
1.83%
0.64%
6 Months
−2.22%
21.51%
1 Year
−4.46%
15.87%
3 Years
4.69%
14.38%
5 Years
4.88%
17.96%
Since Inception
9.48%
16.82%
Fund Age
8 yrs 11 mo
8 yrs 9 mo
AUM
₹242.51 Cr
₹1,503.25 Cr
Alpha – 1 Year
−7.44%
11.15%
Alpha – 3 Years
−7.19%
2.29%
Information Ratio – 3 Years
-1.12
0.39
Volatility – 1 Year
16.89%
27.51%
Volatility – 3 Years
18.01%
22.70%
Beta – 1 Year
0.95
1.48
Beta – 3 Years
1.07
1.25
Sharpe Ratio – 1 Year
-0.51
0.47
Sharpe Ratio – 3 Years
0.04
0.50
Worst Rolling Year
2.18%
1.64%
Value at Worst Rolling Year
₹1.02 Cr
₹1.02 Cr
Deepest Drawdown
−24.10%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
23.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 53% · S 34%
L 12% · M 19% · S 67%
Number of Stocks
34
17
Portfolio P/E
41.30
—
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
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 · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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%