Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Emkay Investments - Capital Builder
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Emkay Investments - Capital Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
1.99%
6 Months
21.51%
8.53%
1 Year
15.87%
11.64%
3 Years
14.38%
17.19%
5 Years
17.96%
15.63%
Since Inception
16.82%
16.41%
Fund Age
8 yrs 9 mo
13 yrs 4 mo
AUM
₹1,503.25 Cr
₹575.07 Cr
Alpha – 1 Year
11.15%
6.92%
Alpha – 3 Years
2.29%
5.10%
Information Ratio – 3 Years
0.39
0.78
Volatility – 1 Year
27.51%
17.51%
Volatility – 3 Years
22.70%
14.23%
Beta – 1 Year
1.48
0.92
Beta – 3 Years
1.25
0.84
Sharpe Ratio – 1 Year
0.47
0.42
Sharpe Ratio – 3 Years
0.50
0.84
Worst Rolling Year
1.64%
-7.95%
Value at Worst Rolling Year
₹1.02 Cr
₹0.92 Cr
Deepest Drawdown
−24.39%
−14.61%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
100.00%
93.59%
Median Rolling Year
23.50%
16.55%
5-Year Rolling Windows Positive
100.00%
99.01%
Market-Cap Mix
L 12% · M 19% · S 67%
L 61% · M 15% · S 25%
Number of Stocks
17
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Portfolio P/E
—
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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%
Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
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Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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