Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Concept Investwell - Dynamic
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Concept Investwell - Dynamic
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
5.38%
6 Months
21.51%
7.13%
1 Year
15.87%
11.04%
3 Years
14.38%
7.66%
5 Years
17.96%
8.70%
Since Inception
16.82%
14.13%
Fund Age
8 yrs 9 mo
6 yrs 10 mo
AUM
₹1,503.25 Cr
₹3.45 Cr
Alpha – 1 Year
11.15%
8.06%
Alpha – 3 Years
2.29%
−4.24%
Information Ratio – 3 Years
0.39
-0.53
Volatility – 1 Year
27.51%
15.44%
Volatility – 3 Years
22.70%
15.96%
Beta – 1 Year
1.48
0.84
Beta – 3 Years
1.25
0.91
Sharpe Ratio – 1 Year
0.47
0.40
Sharpe Ratio – 3 Years
0.50
0.20
Worst Rolling Year
1.64%
3.12%
Value at Worst Rolling Year
₹1.02 Cr
₹1.03 Cr
Deepest Drawdown
−24.39%
−27.30%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
14.45%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 64% · M 36%
Number of Stocks
17
23
Portfolio P/E
—
34.11
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%
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
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%