Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Eklavya - Long Term Value
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Eklavya - Long Term Value
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
−0.27%
6 Months
21.51%
3.15%
1 Year
15.87%
1.21%
3 Years
14.38%
7.56%
5 Years
17.96%
7.07%
Since Inception
16.82%
8.52%
Fund Age
8 yrs 9 mo
9 yrs 8 mo
AUM
₹1,503.25 Cr
₹13.66 Cr
Alpha – 1 Year
11.15%
−5.64%
Alpha – 3 Years
2.29%
−3.47%
Information Ratio – 3 Years
0.39
-0.30
Volatility – 1 Year
27.51%
12.30%
Volatility – 3 Years
22.70%
8.49%
Beta – 1 Year
1.48
1.19
Beta – 3 Years
1.25
0.90
Sharpe Ratio – 1 Year
0.47
-0.24
Sharpe Ratio – 3 Years
0.50
0.19
Worst Rolling Year
1.64%
1.86%
Value at Worst Rolling Year
₹1.02 Cr
₹1.02 Cr
Deepest Drawdown
−24.39%
−11.36%
Recovery Period
122 days
126 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
9.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 26% · M 7% · S 35%
Number of Stocks
17
30
Portfolio P/E
—
27.21
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 Arbitrage Fund - Direct (G) · 9.30%
AXIS Liquid Fund - Direct (G) · 8.57%
ITC Ltd · 7.54%
HDFC Gold ETF · 6.98%
D-Link India Ltd · 6.93%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Others · 19.88%
Fast Moving Consumer Goods · 13.46%
Information Technology · 12.83%
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%