Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Carnelian Capital - Shift 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%
4.38%
6 Months
21.51%
19.54%
1 Year
15.87%
15.57%
3 Years
14.38%
20.08%
5 Years
17.96%
21.78%
Since Inception
16.82%
32.33%
Fund Age
8 yrs 9 mo
5 yrs 10 mo
AUM
₹1,503.25 Cr
₹5,864.1 Cr
Alpha – 1 Year
11.15%
10.85%
Alpha – 3 Years
2.29%
8.00%
Information Ratio – 3 Years
0.39
1.40
Volatility – 1 Year
27.51%
22.27%
Volatility – 3 Years
22.70%
21.12%
Beta – 1 Year
1.48
1.15
Beta – 3 Years
1.25
1.14
Sharpe Ratio – 1 Year
0.47
0.52
Sharpe Ratio – 3 Years
0.50
0.73
Worst Rolling Year
1.64%
20.10%
Value at Worst Rolling Year
₹1.02 Cr
₹1.20 Cr
Deepest Drawdown
−24.39%
−21.05%
Recovery Period
122 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
30.25%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 15% · M 28% · S 52%
Number of Stocks
17
38
Portfolio P/E
—
29.00
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%
Laurus Labs Ltd · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
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%