Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Composite India - Emerging Star 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%
5.76%
6 Months
21.51%
25.00%
1 Year
15.87%
17.14%
3 Years
14.38%
16.20%
5 Years
17.96%
15.34%
Since Inception
16.82%
19.60%
Fund Age
8 yrs 9 mo
7 yrs 3 mo
AUM
₹1,503.25 Cr
₹127.23 Cr
Alpha – 1 Year
11.15%
12.42%
Alpha – 3 Years
2.29%
4.43%
Information Ratio – 3 Years
0.39
0.38
Volatility – 1 Year
27.51%
23.12%
Volatility – 3 Years
22.70%
20.20%
Beta – 1 Year
1.48
1.18
Beta – 3 Years
1.25
1.05
Sharpe Ratio – 1 Year
0.47
0.56
Sharpe Ratio – 3 Years
0.50
0.61
Worst Rolling Year
1.64%
13.55%
Value at Worst Rolling Year
₹1.02 Cr
₹1.14 Cr
Deepest Drawdown
−24.39%
−26.74%
Recovery Period
122 days
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
20.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 26% · M 19% · S 50%
Number of Stocks
17
101
Portfolio P/E
—
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%