Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Karvy Capital - Demeter
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Karvy Capital - Demeter
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
0.18%
6 Months
21.51%
2.87%
1 Year
15.87%
3.77%
3 Years
14.38%
6.69%
5 Years
17.96%
6.74%
Since Inception
16.82%
10.62%
Fund Age
8 yrs 9 mo
12 yrs 1 mo
AUM
₹1,503.25 Cr
₹61.33 Cr
Alpha – 1 Year
11.15%
−5.66%
Alpha – 3 Years
2.29%
−3.03%
Information Ratio – 3 Years
0.39
-1.20
Volatility – 1 Year
27.51%
3.14%
Volatility – 3 Years
22.70%
2.07%
Beta – 1 Year
1.48
-0.20
Beta – 3 Years
1.25
-0.08
Sharpe Ratio – 1 Year
0.47
-0.40
Sharpe Ratio – 3 Years
0.50
0.62
Worst Rolling Year
1.64%
-3.43%
Value at Worst Rolling Year
₹1.02 Cr
₹0.97 Cr
Deepest Drawdown
−24.39%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
99.16%
Median Rolling Year
23.50%
11.58%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
—
Number of Stocks
17
9
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%
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Others · 92.72%
Government · 7.02%
Fixed Fee
1.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%