Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Capgrow - Growth
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Capgrow - Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
3.35%
6 Months
21.51%
3.75%
1 Year
15.87%
−5.76%
3 Years
14.38%
3.98%
5 Years
17.96%
6.05%
Since Inception
16.82%
9.94%
Fund Age
8 yrs 9 mo
7 yrs 9 mo
AUM
₹1,503.25 Cr
₹45.09 Cr
Alpha – 1 Year
11.15%
−8.74%
Alpha – 3 Years
2.29%
−7.91%
Information Ratio – 3 Years
0.39
-1.11
Volatility – 1 Year
27.51%
21.69%
Volatility – 3 Years
22.70%
18.00%
Beta – 1 Year
1.48
1.21
Beta – 3 Years
1.25
1.08
Sharpe Ratio – 1 Year
0.47
-0.42
Sharpe Ratio – 3 Years
0.50
0.01
Worst Rolling Year
1.64%
3.08%
Value at Worst Rolling Year
₹1.02 Cr
₹1.03 Cr
Deepest Drawdown
−24.39%
−29.01%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
12.65%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 35% · M 13% · S 51%
Number of Stocks
17
43
Portfolio P/E
—
—
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%
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%