Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Centrum PMS - Deep Value IV
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%
1.10%
6 Months
21.51%
9.66%
1 Year
15.87%
−3.09%
3 Years
14.38%
6.08%
5 Years
17.96%
7.39%
Since Inception
16.82%
14.00%
Fund Age
8 yrs 9 mo
10 yrs 8 mo
AUM
₹1,503.25 Cr
₹23.99 Cr
Alpha – 1 Year
11.15%
−7.81%
Alpha – 3 Years
2.29%
−6.01%
Information Ratio – 3 Years
0.39
-0.36
Volatility – 1 Year
27.51%
26.88%
Volatility – 3 Years
22.70%
21.87%
Beta – 1 Year
1.48
1.39
Beta – 3 Years
1.25
1.17
Sharpe Ratio – 1 Year
0.47
-0.19
Sharpe Ratio – 3 Years
0.50
0.19
Worst Rolling Year
1.64%
-6.71%
Value at Worst Rolling Year
₹1.02 Cr
₹0.93 Cr
Deepest Drawdown
−24.39%
−35.14%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
97.09%
Median Rolling Year
23.50%
15.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 2% · M 15% · S 82%
Number of Stocks
17
25
Portfolio P/E
—
44.86
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%
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%