Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Bonanza - Growth
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%
3.68%
6 Months
21.51%
−1.81%
1 Year
15.87%
5.85%
3 Years
14.38%
8.65%
5 Years
17.96%
7.90%
Since Inception
16.82%
16.09%
Fund Age
8 yrs 9 mo
16 yrs 4 mo
AUM
₹1,503.25 Cr
₹22.08 Cr
Alpha – 1 Year
11.15%
6.20%
Alpha – 3 Years
2.29%
−0.35%
Information Ratio – 3 Years
0.39
0.11
Volatility – 1 Year
27.51%
17.32%
Volatility – 3 Years
22.70%
15.11%
Beta – 1 Year
1.48
0.79
Beta – 3 Years
1.25
0.87
Sharpe Ratio – 1 Year
0.47
0.10
Sharpe Ratio – 3 Years
0.50
0.36
Worst Rolling Year
1.64%
0.88%
Value at Worst Rolling Year
₹1.02 Cr
₹1.01 Cr
Deepest Drawdown
−24.39%
−17.79%
Recovery Period
122 days
297 days
1-Year Rolling Windows Positive
100.00%
99.98%
Median Rolling Year
23.50%
18.31%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 22% · M 16% · S 47%
Number of Stocks
17
37
Portfolio P/E
—
45.09
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 · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%