Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Care PMS - Large & Midcap Strategy
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Care PMS - Large & Midcap Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
−1.86%
6 Months
21.51%
0.50%
1 Year
15.87%
6.34%
3 Years
14.38%
19.74%
5 Years
17.96%
16.62%
Since Inception
16.82%
20.10%
Fund Age
8 yrs 9 mo
6 yrs 1 mo
AUM
₹1,503.25 Cr
₹56.91 Cr
Alpha – 1 Year
11.15%
1.64%
Alpha – 3 Years
2.29%
7.64%
Information Ratio – 3 Years
0.39
0.90
Volatility – 1 Year
27.51%
16.52%
Volatility – 3 Years
22.70%
17.18%
Beta – 1 Year
1.48
0.89
Beta – 3 Years
1.25
1.04
Sharpe Ratio – 1 Year
0.47
0.14
Sharpe Ratio – 3 Years
0.50
0.84
Worst Rolling Year
1.64%
18.93%
Value at Worst Rolling Year
₹1.02 Cr
₹1.19 Cr
Deepest Drawdown
−24.39%
−18.72%
Recovery Period
122 days
245 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
25.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 59% · M 40%
Number of Stocks
17
20
Portfolio P/E
—
27.00
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%
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
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%