Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Geojit - Dakshin Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Geojit - Dakshin Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
5.71%
6 Months
21.51%
14.23%
1 Year
15.87%
3.21%
3 Years
14.38%
5.69%
5 Years
17.96%
7.11%
Since Inception
16.82%
10.49%
Fund Age
8 yrs 9 mo
7 yrs 5 mo
AUM
₹1,503.25 Cr
₹42.11 Cr
Alpha – 1 Year
11.15%
−1.51%
Alpha – 3 Years
2.29%
−6.40%
Information Ratio – 3 Years
0.39
-0.66
Volatility – 1 Year
27.51%
23.23%
Volatility – 3 Years
22.70%
20.09%
Beta – 1 Year
1.48
1.19
Beta – 3 Years
1.25
1.14
Sharpe Ratio – 1 Year
0.47
0.01
Sharpe Ratio – 3 Years
0.50
0.09
Worst Rolling Year
1.64%
3.79%
Value at Worst Rolling Year
₹1.02 Cr
₹1.04 Cr
Deepest Drawdown
−24.39%
−36.06%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
15.51%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
M 7% · S 91%
Number of Stocks
17
25
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%
Pricol Ltd · 4.74%
Sundram Fasteners Ltd · 4.48%
Tanla Platforms Ltd · 4.37%
Star Health & Allied Insurance Company Ltd · 4.34%
KFin Technologies Ltd · 4.26%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Information Technology · 18.94%
Healthcare · 15.45%
Capital Goods · 14.67%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—