Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Eklavya Equity
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%
−0.98%
6 Months
21.51%
4.93%
1 Year
15.87%
−0.37%
3 Years
14.38%
—
5 Years
17.96%
—
Since Inception
16.82%
4.91%
Fund Age
8 yrs 9 mo
2 yrs 1 mo
AUM
₹1,503.25 Cr
₹8 Cr
Alpha – 1 Year
11.15%
−0.02%
Alpha – 3 Years
2.29%
—
Information Ratio – 3 Years
0.39
—
Volatility – 1 Year
27.51%
12.93%
Volatility – 3 Years
22.70%
—
Beta – 1 Year
1.48
0.72
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.47
-0.38
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
1.64%
6.09%
Value at Worst Rolling Year
₹1.02 Cr
₹1.06 Cr
Deepest Drawdown
−24.39%
−12.49%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
6.78%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 23% · M 8% · S 36%
Number of Stocks
17
30
Portfolio P/E
—
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 2% / 0%