Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Emkay Investments - ENVI
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
5.18%
6 Months
21.51%
19.69%
1 Year
15.87%
25.97%
3 Years
14.38%
17.02%
5 Years
17.96%
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Since Inception
16.82%
24.02%
Fund Age
8 yrs 9 mo
4 yrs 2 mo
AUM
₹1,503.25 Cr
₹101.01 Cr
Alpha – 1 Year
11.15%
21.25%
Alpha – 3 Years
2.29%
4.93%
Information Ratio – 3 Years
0.39
0.46
Volatility – 1 Year
27.51%
21.63%
Volatility – 3 Years
22.70%
19.42%
Beta – 1 Year
1.48
1.10
Beta – 3 Years
1.25
1.04
Sharpe Ratio – 1 Year
0.47
0.93
Sharpe Ratio – 3 Years
0.50
0.65
Worst Rolling Year
1.64%
16.82%
Value at Worst Rolling Year
₹1.02 Cr
₹1.17 Cr
Deepest Drawdown
−24.39%
−20.44%
Recovery Period
122 days
365 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
19.58%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 12% · M 19% · S 67%
L 26% · M 14% · S 51%
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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
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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