Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Equentis Concentrated Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Equentis Concentrated Portfolio
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%
2.11%
6 Months
21.51%
6.51%
1 Year
15.87%
4.40%
3 Years
14.38%
—
5 Years
17.96%
—
Since Inception
16.82%
5.71%
Fund Age
8 yrs 9 mo
18 mo
AUM
₹1,503.25 Cr
₹24.25 Cr
Alpha – 1 Year
11.15%
4.75%
Alpha – 3 Years
2.29%
—
Information Ratio – 3 Years
0.39
—
Volatility – 1 Year
27.51%
15.94%
Volatility – 3 Years
22.70%
—
Beta – 1 Year
1.48
0.93
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.47
0.02
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
1.64%
—
Value at Worst Rolling Year
₹1.02 Cr
—
Deepest Drawdown
−24.39%
−14.84%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.50%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 56% · M 22% · S 19%
Number of Stocks
17
59
Portfolio P/E
—
41.96
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%
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%