Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Citrus -Sector Leaders Fund
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Citrus -Sector Leaders Fund
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%
2.91%
6 Months
21.51%
4.40%
1 Year
15.87%
7.01%
3 Years
14.38%
10.97%
5 Years
17.96%
—
Since Inception
16.82%
10.85%
Fund Age
8 yrs 9 mo
3 yrs
AUM
₹1,503.25 Cr
₹47.29 Cr
Alpha – 1 Year
11.15%
7.36%
Alpha – 3 Years
2.29%
1.97%
Information Ratio – 3 Years
0.39
—
Volatility – 1 Year
27.51%
—
Volatility – 3 Years
22.70%
—
Beta – 1 Year
1.48
—
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.47
—
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
1.64%
—
Value at Worst Rolling Year
₹1.02 Cr
—
Deepest Drawdown
−24.39%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.50%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 76% · M 4% · S 18%
Number of Stocks
17
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Portfolio P/E
—
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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%
ICICI Bank Ltd · 5.98%
Reliance Industries Ltd · 4.48%
HDFC Bank Ltd · 4.10%
Shilpa Medicare Ltd · 4.06%
Bank of Baroda · 3.98%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
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Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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