Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Ckredence-Business Cycle 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%
2.97%
6 Months
21.51%
18.69%
1 Year
15.87%
17.43%
3 Years
14.38%
—
5 Years
17.96%
—
Since Inception
16.82%
17.76%
Fund Age
8 yrs 9 mo
2 yrs 9 mo
AUM
₹1,503.25 Cr
₹197.55 Cr
Alpha – 1 Year
11.15%
17.78%
Alpha – 3 Years
2.29%
—
Information Ratio – 3 Years
0.39
—
Volatility – 1 Year
27.51%
20.32%
Volatility – 3 Years
22.70%
—
Beta – 1 Year
1.48
1.06
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.47
0.63
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
1.64%
—
Value at Worst Rolling Year
₹1.02 Cr
—
Deepest Drawdown
−24.39%
−15.36%
Recovery Period
122 days
Not yet recovered
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 18% · M 24% · S 51%
Number of Stocks
17
35
Portfolio P/E
—
35.70
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 · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
1.00% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%