Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
ICICI Prudential - Contra Portfolio
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%
0.77%
6 Months
21.51%
0.72%
1 Year
15.87%
7.26%
3 Years
14.38%
15.71%
5 Years
17.96%
16.27%
Since Inception
16.82%
18.01%
Fund Age
8 yrs 9 mo
7 yrs 11 mo
AUM
₹1,503.25 Cr
₹14,208.27 Cr
Alpha – 1 Year
11.15%
2.54%
Alpha – 3 Years
2.29%
3.62%
Information Ratio – 3 Years
0.39
0.79
Volatility – 1 Year
27.51%
16.69%
Volatility – 3 Years
22.70%
15.09%
Beta – 1 Year
1.48
0.95
Beta – 3 Years
1.25
0.95
Sharpe Ratio – 1 Year
0.47
0.18
Sharpe Ratio – 3 Years
0.50
0.70
Worst Rolling Year
1.64%
12.54%
Value at Worst Rolling Year
₹1.02 Cr
₹1.13 Cr
Deepest Drawdown
−24.39%
−18.56%
Recovery Period
122 days
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
23.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 68% · M 7% · S 24%
Number of Stocks
17
42
Portfolio P/E
—
25.76
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%
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%