Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Centrum PMS - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
1.04%
6 Months
21.51%
0.68%
1 Year
15.87%
4.83%
3 Years
14.38%
11.13%
5 Years
17.96%
9.90%
Since Inception
16.82%
12.28%
Fund Age
8 yrs 9 mo
15 yrs 2 mo
AUM
₹1,503.25 Cr
₹29.37 Cr
Alpha – 1 Year
11.15%
0.11%
Alpha – 3 Years
2.29%
−0.96%
Information Ratio – 3 Years
0.39
-0.05
Volatility – 1 Year
27.51%
19.36%
Volatility – 3 Years
22.70%
17.04%
Beta – 1 Year
1.48
1.09
Beta – 3 Years
1.25
1.00
Sharpe Ratio – 1 Year
0.47
0.06
Sharpe Ratio – 3 Years
0.50
0.43
Worst Rolling Year
1.64%
-9.48%
Value at Worst Rolling Year
₹1.02 Cr
₹0.91 Cr
Deepest Drawdown
−24.39%
−20.50%
Recovery Period
122 days
315 days
1-Year Rolling Windows Positive
100.00%
93.37%
Median Rolling Year
23.50%
15.70%
5-Year Rolling Windows Positive
100.00%
98.37%
Market-Cap Mix
L 12% · M 19% · S 67%
L 58% · M 7% · S 23%
Number of Stocks
17
23
Portfolio P/E
—
35.03
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%
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
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%