Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Girik Capital - Multi Cap Growth Equity Strategy
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%
1.15%
6 Months
21.51%
3.53%
1 Year
15.87%
−0.08%
3 Years
14.38%
14.56%
5 Years
17.96%
12.33%
Since Inception
16.82%
18.88%
Fund Age
8 yrs 9 mo
16 yrs 7 mo
AUM
₹1,503.25 Cr
₹1,574.57 Cr
Alpha – 1 Year
11.15%
0.35%
Alpha – 3 Years
2.29%
5.99%
Information Ratio – 3 Years
0.39
0.72
Volatility – 1 Year
27.51%
16.64%
Volatility – 3 Years
22.70%
15.28%
Beta – 1 Year
1.48
0.97
Beta – 3 Years
1.25
0.94
Sharpe Ratio – 1 Year
0.47
-0.25
Sharpe Ratio – 3 Years
0.50
0.61
Worst Rolling Year
1.64%
-0.31%
Value at Worst Rolling Year
₹1.02 Cr
₹1.00 Cr
Deepest Drawdown
−24.39%
−22.42%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.36%
Median Rolling Year
23.50%
22.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 39% · M 8% · S 47%
Number of Stocks
17
33
Portfolio P/E
—
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%