Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Axis - Brand Equity PMS
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Axis - Brand Equity PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
2.39%
6 Months
21.51%
10.60%
1 Year
15.87%
2.51%
3 Years
14.38%
7.68%
5 Years
17.96%
9.38%
Since Inception
16.82%
10.51%
Fund Age
8 yrs 9 mo
9 yrs 6 mo
AUM
₹1,503.25 Cr
₹804.15 Cr
Alpha – 1 Year
11.15%
2.94%
Alpha – 3 Years
2.29%
−0.89%
Information Ratio – 3 Years
0.39
-0.08
Volatility – 1 Year
27.51%
21.76%
Volatility – 3 Years
22.70%
17.30%
Beta – 1 Year
1.48
1.23
Beta – 3 Years
1.25
1.08
Sharpe Ratio – 1 Year
0.47
-0.04
Sharpe Ratio – 3 Years
0.50
0.20
Worst Rolling Year
1.64%
-3.22%
Value at Worst Rolling Year
₹1.02 Cr
₹0.97 Cr
Deepest Drawdown
−24.39%
−26.72%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
96.55%
Median Rolling Year
23.50%
12.69%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 26% · M 6% · S 61%
Number of Stocks
17
42
Portfolio P/E
—
35.23
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%
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%