Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs BB Micro To Mega
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
BB Micro To Mega
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%
−0.50%
6 Months
21.51%
10.26%
1 Year
15.87%
20.10%
3 Years
14.38%
—
5 Years
17.96%
—
Since Inception
16.82%
21.53%
Fund Age
8 yrs 9 mo
18 mo
AUM
₹1,503.25 Cr
₹79.16 Cr
Alpha – 1 Year
11.15%
17.12%
Alpha – 3 Years
2.29%
—
Information Ratio – 3 Years
0.39
—
Volatility – 1 Year
27.51%
19.38%
Volatility – 3 Years
22.70%
—
Beta – 1 Year
1.48
0.85
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.47
0.76
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
1.64%
—
Value at Worst Rolling Year
₹1.02 Cr
—
Deepest Drawdown
−24.39%
−14.77%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.50%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 8% · M 7% · S 61%
Number of Stocks
17
66
Portfolio P/E
—
52.54
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%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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%