Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
0.67%
6 Months
21.51%
6.20%
1 Year
15.87%
9.45%
3 Years
14.38%
11.74%
5 Years
17.96%
—
Since Inception
16.82%
12.77%
Fund Age
8 yrs 9 mo
3 yrs 7 mo
AUM
₹1,503.25 Cr
₹223.43 Cr
Alpha – 1 Year
11.15%
9.88%
Alpha – 3 Years
2.29%
3.17%
Information Ratio – 3 Years
0.39
0.40
Volatility – 1 Year
27.51%
16.24%
Volatility – 3 Years
22.70%
16.22%
Beta – 1 Year
1.48
0.89
Beta – 3 Years
1.25
1.02
Sharpe Ratio – 1 Year
0.47
0.30
Sharpe Ratio – 3 Years
0.50
0.44
Worst Rolling Year
1.64%
11.49%
Value at Worst Rolling Year
₹1.02 Cr
₹1.11 Cr
Deepest Drawdown
−24.39%
−24.20%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 45% · M 31% · S 19%
Number of Stocks
17
96
Portfolio P/E
—
27.01
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%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
1.00% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%