Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Core Value Strategy-Regular Option
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Core Value Strategy-Regular 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%
−0.11%
6 Months
21.51%
2.05%
1 Year
15.87%
−0.37%
3 Years
14.38%
11.11%
5 Years
17.96%
12.03%
Since Inception
16.82%
14.37%
Fund Age
8 yrs 9 mo
7 yrs 3 mo
AUM
₹1,503.25 Cr
₹1,153.97 Cr
Alpha – 1 Year
11.15%
−5.09%
Alpha – 3 Years
2.29%
−0.98%
Information Ratio – 3 Years
0.39
-0.22
Volatility – 1 Year
27.51%
18.27%
Volatility – 3 Years
22.70%
15.37%
Beta – 1 Year
1.48
1.04
Beta – 3 Years
1.25
0.95
Sharpe Ratio – 1 Year
0.47
-0.22
Sharpe Ratio – 3 Years
0.50
0.41
Worst Rolling Year
1.64%
10.19%
Value at Worst Rolling Year
₹1.02 Cr
₹1.10 Cr
Deepest Drawdown
−24.39%
−18.43%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
19.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 48% · M 21% · S 29%
Number of Stocks
17
25
Portfolio P/E
—
24.35
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%
ITC Ltd · 7.50%
HDFC Bank Ltd · 7.25%
Indraprastha Gas Ltd · 5.00%
Asian Paints Ltd · 4.50%
Container Corporation Of India Ltd · 4.50%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 25.00%
Fast Moving Consumer Goods · 11.00%
Automobile and Auto Components · 10.75%
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%