Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Eureka signature approach
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%
0.53%
6 Months
21.51%
8.20%
1 Year
15.87%
10.87%
3 Years
14.38%
16.09%
5 Years
17.96%
14.49%
Since Inception
16.82%
9.93%
Fund Age
8 yrs 9 mo
8 yrs 9 mo
AUM
₹1,503.25 Cr
₹64.23 Cr
Alpha – 1 Year
11.15%
7.11%
Alpha – 3 Years
2.29%
5.20%
Information Ratio – 3 Years
0.39
0.63
Volatility – 1 Year
27.51%
21.13%
Volatility – 3 Years
22.70%
19.82%
Beta – 1 Year
1.48
1.16
Beta – 3 Years
1.25
1.20
Sharpe Ratio – 1 Year
0.47
0.35
Sharpe Ratio – 3 Years
0.50
0.59
Worst Rolling Year
1.64%
-6.69%
Value at Worst Rolling Year
₹1.02 Cr
₹0.93 Cr
Deepest Drawdown
−24.39%
−22.93%
Recovery Period
122 days
496 days
1-Year Rolling Windows Positive
100.00%
90.85%
Median Rolling Year
23.50%
19.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 25% · M 25% · S 42%
Number of Stocks
17
42
Portfolio P/E
—
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / –