Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Ckredence-Diversified Fund
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%
5.36%
6 Months
21.51%
17.83%
1 Year
15.87%
22.60%
3 Years
14.38%
18.89%
5 Years
17.96%
16.73%
Since Inception
16.82%
18.63%
Fund Age
8 yrs 9 mo
5 yrs 2 mo
AUM
₹1,503.25 Cr
₹146.97 Cr
Alpha – 1 Year
11.15%
17.88%
Alpha – 3 Years
2.29%
6.80%
Information Ratio – 3 Years
0.39
0.75
Volatility – 1 Year
27.51%
20.18%
Volatility – 3 Years
22.70%
16.94%
Beta – 1 Year
1.48
1.05
Beta – 3 Years
1.25
0.94
Sharpe Ratio – 1 Year
0.47
0.85
Sharpe Ratio – 3 Years
0.50
0.80
Worst Rolling Year
1.64%
15.50%
Value at Worst Rolling Year
₹1.02 Cr
₹1.16 Cr
Deepest Drawdown
−24.39%
−17.05%
Recovery Period
122 days
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
20.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 20% · M 19% · S 58%
Number of Stocks
17
32
Portfolio P/E
—
39.10
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 · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%