Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
InCred Capital - Multicap PMS
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%
6.10%
6 Months
21.51%
8.11%
1 Year
15.87%
−2.73%
3 Years
14.38%
11.42%
5 Years
17.96%
12.09%
Since Inception
16.82%
13.75%
Fund Age
8 yrs 9 mo
5 yrs 5 mo
AUM
₹1,503.25 Cr
₹205.48 Cr
Alpha – 1 Year
11.15%
−5.71%
Alpha – 3 Years
2.29%
−0.47%
Information Ratio – 3 Years
0.39
-0.07
Volatility – 1 Year
27.51%
23.93%
Volatility – 3 Years
22.70%
22.69%
Beta – 1 Year
1.48
1.24
Beta – 3 Years
1.25
1.17
Sharpe Ratio – 1 Year
0.47
-0.23
Sharpe Ratio – 3 Years
0.50
0.35
Worst Rolling Year
1.64%
11.05%
Value at Worst Rolling Year
₹1.02 Cr
₹1.11 Cr
Deepest Drawdown
−24.39%
−29.75%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
21.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 28% · M 36% · S 34%
Number of Stocks
17
29
Portfolio P/E
—
46.19
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 Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%