Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Bonanza - Value
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Bonanza - Value
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%
6.51%
6 Months
21.51%
14.93%
1 Year
15.87%
16.79%
3 Years
14.38%
13.85%
5 Years
17.96%
12.48%
Since Inception
16.82%
18.86%
Fund Age
8 yrs 9 mo
14 yrs 11 mo
AUM
₹1,503.25 Cr
₹32.99 Cr
Alpha – 1 Year
11.15%
17.14%
Alpha – 3 Years
2.29%
4.85%
Information Ratio – 3 Years
0.39
0.41
Volatility – 1 Year
27.51%
17.36%
Volatility – 3 Years
22.70%
20.03%
Beta – 1 Year
1.48
0.65
Beta – 3 Years
1.25
0.84
Sharpe Ratio – 1 Year
0.47
0.67
Sharpe Ratio – 3 Years
0.50
0.57
Worst Rolling Year
1.64%
-8.60%
Value at Worst Rolling Year
₹1.02 Cr
₹0.91 Cr
Deepest Drawdown
−24.39%
−30.57%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.13%
Median Rolling Year
23.50%
18.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 22% · M 16% · S 61%
Number of Stocks
17
69
Portfolio P/E
—
70.14
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%
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
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%