Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Buoyant - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
1.73%
6 Months
21.51%
2.87%
1 Year
15.87%
8.13%
3 Years
14.38%
16.18%
5 Years
17.96%
18.39%
Since Inception
16.82%
20.76%
Fund Age
8 yrs 9 mo
10 yrs
AUM
₹1,503.25 Cr
₹12,257.23 Cr
Alpha – 1 Year
11.15%
5.15%
Alpha – 3 Years
2.29%
4.29%
Information Ratio – 3 Years
0.39
0.41
Volatility – 1 Year
27.51%
17.45%
Volatility – 3 Years
22.70%
14.35%
Beta – 1 Year
1.48
0.98
Beta – 3 Years
1.25
0.87
Sharpe Ratio – 1 Year
0.47
0.22
Sharpe Ratio – 3 Years
0.50
0.68
Worst Rolling Year
1.64%
-5.58%
Value at Worst Rolling Year
₹1.02 Cr
₹0.94 Cr
Deepest Drawdown
−24.39%
−13.15%
Recovery Period
122 days
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
23.50%
23.41%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 55% · M 21% · S 12%
Number of Stocks
17
40
Portfolio P/E
—
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%