Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Avestha - Growth
Add SchemeGrowth of ₹1 Crore
ASK - Growth
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
2.48%
0.64%
6 Months
−4.38%
21.51%
1 Year
−4.58%
15.87%
3 Years
4.80%
14.38%
5 Years
3.85%
17.96%
Since Inception
17.02%
16.82%
Fund Age
25 yrs 6 mo
8 yrs 9 mo
AUM
₹724.64 Cr
₹1,503.25 Cr
Alpha – 1 Year
−7.56%
11.15%
Alpha – 3 Years
−7.08%
2.29%
Information Ratio – 3 Years
-1.30
0.39
Volatility – 1 Year
16.92%
27.51%
Volatility – 3 Years
16.49%
22.70%
Beta – 1 Year
0.94
1.48
Beta – 3 Years
1.01
1.25
Sharpe Ratio – 1 Year
-0.52
0.47
Sharpe Ratio – 3 Years
0.04
0.50
Worst Rolling Year
-12.59%
1.64%
Value at Worst Rolling Year
₹0.87 Cr
₹1.02 Cr
Deepest Drawdown
−23.98%
−24.39%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
95.35%
100.00%
Median Rolling Year
15.09%
23.50%
5-Year Rolling Windows Positive
98.79%
100.00%
Market-Cap Mix
L 55% · M 22% · S 19%
L 12% · M 19% · S 67%
Number of Stocks
22
17
Portfolio P/E
32.63
—
Top 5 Holdings
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
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 · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
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%