Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Geojit - Ethical Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Geojit - Ethical 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%
1.73%
6 Months
21.51%
9.02%
1 Year
15.87%
1.62%
3 Years
14.38%
4.68%
5 Years
17.96%
—
Since Inception
16.82%
5.77%
Fund Age
8 yrs 9 mo
4 yrs 7 mo
AUM
₹1,503.25 Cr
₹13.09 Cr
Alpha – 1 Year
11.15%
−3.10%
Alpha – 3 Years
2.29%
−7.41%
Information Ratio – 3 Years
0.39
-1.02
Volatility – 1 Year
27.51%
18.69%
Volatility – 3 Years
22.70%
17.05%
Beta – 1 Year
1.48
0.99
Beta – 3 Years
1.25
1.00
Sharpe Ratio – 1 Year
0.47
-0.11
Sharpe Ratio – 3 Years
0.50
0.01
Worst Rolling Year
1.64%
2.83%
Value at Worst Rolling Year
₹1.02 Cr
₹1.03 Cr
Deepest Drawdown
−24.39%
−28.39%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
7.57%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 33% · M 17% · S 45%
Number of Stocks
17
30
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%
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—