Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
JM Financial - Focus
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%
1.03%
6 Months
21.51%
6.82%
1 Year
15.87%
3.42%
3 Years
14.38%
13.55%
5 Years
17.96%
9.47%
Since Inception
16.82%
15.08%
Fund Age
8 yrs 9 mo
13 yrs 9 mo
AUM
₹1,503.25 Cr
₹319.05 Cr
Alpha – 1 Year
11.15%
0.44%
Alpha – 3 Years
2.29%
1.66%
Information Ratio – 3 Years
0.39
0.24
Volatility – 1 Year
27.51%
13.79%
Volatility – 3 Years
22.70%
15.92%
Beta – 1 Year
1.48
0.75
Beta – 3 Years
1.25
0.91
Sharpe Ratio – 1 Year
0.47
-0.08
Sharpe Ratio – 3 Years
0.50
0.53
Worst Rolling Year
1.64%
—
Value at Worst Rolling Year
₹1.02 Cr
—
Deepest Drawdown
−24.39%
−20.24%
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%
L 63% · M 12% · S 18%
Number of Stocks
17
49
Portfolio P/E
—
33.08
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%
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%