Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Invesco - Rise
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
5.01%
6 Months
21.51%
8.17%
1 Year
15.87%
19.57%
3 Years
14.38%
18.20%
5 Years
17.96%
15.63%
Since Inception
16.82%
14.42%
Fund Age
8 yrs 9 mo
10 yrs 4 mo
AUM
₹1,503.25 Cr
₹337.5 Cr
Alpha – 1 Year
11.15%
14.85%
Alpha – 3 Years
2.29%
6.11%
Information Ratio – 3 Years
0.39
0.93
Volatility – 1 Year
27.51%
14.72%
Volatility – 3 Years
22.70%
15.36%
Beta – 1 Year
1.48
0.78
Beta – 3 Years
1.25
0.92
Sharpe Ratio – 1 Year
0.47
0.93
Sharpe Ratio – 3 Years
0.50
0.83
Worst Rolling Year
1.64%
-10.21%
Value at Worst Rolling Year
₹1.02 Cr
₹0.90 Cr
Deepest Drawdown
−24.39%
−21.92%
Recovery Period
122 days
231 days
1-Year Rolling Windows Positive
100.00%
88.56%
Median Rolling Year
23.50%
16.73%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 49% · M 27% · S 21%
Number of Stocks
17
23
Portfolio P/E
—
50.96
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 · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—