Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Incred-Small & MidCap 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%
4.27%
6 Months
21.51%
−8.15%
1 Year
15.87%
−5.39%
3 Years
14.38%
10.81%
5 Years
17.96%
—
Since Inception
16.82%
11.07%
Fund Age
8 yrs 9 mo
5 yrs
AUM
₹1,503.25 Cr
₹121.08 Cr
Alpha – 1 Year
11.15%
−5.32%
Alpha – 3 Years
2.29%
−2.65%
Information Ratio – 3 Years
0.39
-0.15
Volatility – 1 Year
27.51%
24.51%
Volatility – 3 Years
22.70%
24.85%
Beta – 1 Year
1.48
1.17
Beta – 3 Years
1.25
1.18
Sharpe Ratio – 1 Year
0.47
-0.34
Sharpe Ratio – 3 Years
0.50
0.32
Worst Rolling Year
1.64%
9.88%
Value at Worst Rolling Year
₹1.02 Cr
₹1.10 Cr
Deepest Drawdown
−24.39%
−34.50%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
21.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
M 20% · S 78%
Number of Stocks
17
—
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
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%