Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Ionic Allocate Portfolio - Equity
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Ionic Allocate Portfolio - Equity
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%
0.81%
6 Months
21.51%
3.41%
1 Year
15.87%
8.90%
3 Years
14.38%
—
5 Years
17.96%
—
Since Inception
16.82%
10.39%
Fund Age
8 yrs 9 mo
16 mo
AUM
₹1,503.25 Cr
₹54.76 Cr
Alpha – 1 Year
11.15%
9.33%
Alpha – 3 Years
2.29%
—
Information Ratio – 3 Years
0.39
—
Volatility – 1 Year
27.51%
14.74%
Volatility – 3 Years
22.70%
—
Beta – 1 Year
1.48
0.82
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.47
0.28
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
1.64%
—
Value at Worst Rolling Year
₹1.02 Cr
—
Deepest Drawdown
−24.39%
−10.47%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.50%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
—
Number of Stocks
17
28
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%
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 12.76%
AXIS Greater China Equity Fund Of Fund - Dir (G) · 12.48%
WhiteOak Capital Flexi Cap Fund - Direct (G) · 8.43%
Parag Parikh Flexi Cap Fund - Direct (G) · 8.31%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.99%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
1.30% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –