Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.64%
−3.81%
6 Months
21.51%
10.86%
1 Year
15.87%
−4.49%
3 Years
14.38%
22.00%
5 Years
17.96%
21.09%
Since Inception
16.82%
7.35%
Fund Age
8 yrs 9 mo
8 yrs 9 mo
AUM
₹1,503.25 Cr
₹1,454.75 Cr
Alpha – 1 Year
11.15%
−7.47%
Alpha – 3 Years
2.29%
10.11%
Information Ratio – 3 Years
0.39
0.32
Volatility – 1 Year
27.51%
31.30%
Volatility – 3 Years
22.70%
27.30%
Beta – 1 Year
1.48
1.42
Beta – 3 Years
1.25
1.22
Sharpe Ratio – 1 Year
0.47
-0.18
Sharpe Ratio – 3 Years
0.50
0.66
Worst Rolling Year
1.64%
-30.88%
Value at Worst Rolling Year
₹1.02 Cr
₹0.69 Cr
Deepest Drawdown
−24.39%
−34.06%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
83.55%
Median Rolling Year
23.50%
31.74%
5-Year Rolling Windows Positive
100.00%
82.61%
Market-Cap Mix
L 12% · M 19% · S 67%
L 0% · S 88%
Number of Stocks
17
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Portfolio P/E
—
—
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 · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
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Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%