Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
2.00%
6 Months
21.51%
4.51%
1 Year
15.87%
15.12%
3 Years
14.38%
22.90%
5 Years
17.96%
—
Since Inception
16.82%
24.96%
Fund Age
8 yrs 9 mo
4 yrs 7 mo
AUM
₹1,503.25 Cr
₹136 Cr
Alpha – 1 Year
11.15%
10.40%
Alpha – 3 Years
2.29%
10.82%
Information Ratio – 3 Years
0.39
1.17
Volatility – 1 Year
27.51%
19.24%
Volatility – 3 Years
22.70%
20.81%
Beta – 1 Year
1.48
1.07
Beta – 3 Years
1.25
1.25
Sharpe Ratio – 1 Year
0.47
0.55
Sharpe Ratio – 3 Years
0.50
0.85
Worst Rolling Year
1.64%
21.90%
Value at Worst Rolling Year
₹1.02 Cr
₹1.22 Cr
Deepest Drawdown
−24.39%
−25.24%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
31.91%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 53% · M 22% · S 20%
Number of Stocks
17
18
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%