Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Envision Capital - India Opportunities
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%
3.39%
6 Months
21.51%
19.31%
1 Year
15.87%
11.21%
3 Years
14.38%
13.34%
5 Years
17.96%
15.02%
Since Inception
16.82%
17.08%
Fund Age
8 yrs 9 mo
5 yrs 4 mo
AUM
₹1,503.25 Cr
₹135.65 Cr
Alpha – 1 Year
11.15%
6.49%
Alpha – 3 Years
2.29%
1.25%
Information Ratio – 3 Years
0.39
0.12
Volatility – 1 Year
27.51%
20.71%
Volatility – 3 Years
22.70%
17.79%
Beta – 1 Year
1.48
1.05
Beta – 3 Years
1.25
0.97
Sharpe Ratio – 1 Year
0.47
0.35
Sharpe Ratio – 3 Years
0.50
0.50
Worst Rolling Year
1.64%
12.49%
Value at Worst Rolling Year
₹1.02 Cr
₹1.12 Cr
Deepest Drawdown
−24.39%
−25.10%
Recovery Period
122 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
19.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 18% · M 24% · S 55%
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%
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
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Fixed Fee
1.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%