Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Core Value Strategy-Concentrated Option
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Core Value Strategy-Concentrated Option
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%
2.00%
6 Months
21.51%
4.68%
1 Year
15.87%
1.87%
3 Years
14.38%
11.50%
5 Years
17.96%
11.18%
Since Inception
16.82%
13.51%
Fund Age
8 yrs 9 mo
7 yrs 4 mo
AUM
₹1,503.25 Cr
₹149.25 Cr
Alpha – 1 Year
11.15%
−2.85%
Alpha – 3 Years
2.29%
−0.59%
Information Ratio – 3 Years
0.39
-0.25
Volatility – 1 Year
27.51%
19.19%
Volatility – 3 Years
22.70%
15.31%
Beta – 1 Year
1.48
1.06
Beta – 3 Years
1.25
0.92
Sharpe Ratio – 1 Year
0.47
-0.09
Sharpe Ratio – 3 Years
0.50
0.39
Worst Rolling Year
1.64%
9.38%
Value at Worst Rolling Year
₹1.02 Cr
₹1.09 Cr
Deepest Drawdown
−24.39%
−17.52%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
17.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 61% · M 17% · S 18%
Number of Stocks
17
15
Portfolio P/E
—
23.26
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%
HDFC Bank Ltd · 9.50%
ITC Ltd · 9.50%
Asian Paints Ltd · 7.00%
Indraprastha Gas Ltd · 7.00%
Infosys Ltd · 7.00%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 27.00%
Automobile and Auto Components · 11.00%
Fast Moving Consumer Goods · 9.50%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%