Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Invesco - Challengers
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%
1.41%
6 Months
21.51%
13.18%
1 Year
15.87%
2.91%
3 Years
14.38%
14.27%
5 Years
17.96%
—
Since Inception
16.82%
11.83%
Fund Age
8 yrs 9 mo
4 yrs 11 mo
AUM
₹1,503.25 Cr
₹31.01 Cr
Alpha – 1 Year
11.15%
−1.81%
Alpha – 3 Years
2.29%
2.18%
Information Ratio – 3 Years
0.39
0.24
Volatility – 1 Year
27.51%
18.67%
Volatility – 3 Years
22.70%
17.11%
Beta – 1 Year
1.48
0.97
Beta – 3 Years
1.25
0.95
Sharpe Ratio – 1 Year
0.47
-0.04
Sharpe Ratio – 3 Years
0.50
0.56
Worst Rolling Year
1.64%
12.64%
Value at Worst Rolling Year
₹1.02 Cr
₹1.13 Cr
Deepest Drawdown
−24.39%
−24.73%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
17.60%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 37% · M 30% · S 33%
Number of Stocks
17
26
Portfolio P/E
—
54.84
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 · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—