Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Ksema - Alpha
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%
1.08%
6 Months
21.51%
1.74%
1 Year
15.87%
10.49%
3 Years
14.38%
12.80%
5 Years
17.96%
12.91%
Since Inception
16.82%
15.37%
Fund Age
8 yrs 9 mo
7 yrs 7 mo
AUM
₹1,503.25 Cr
₹15.96 Cr
Alpha – 1 Year
11.15%
10.84%
Alpha – 3 Years
2.29%
3.80%
Information Ratio – 3 Years
0.39
0.47
Volatility – 1 Year
27.51%
19.22%
Volatility – 3 Years
22.70%
17.53%
Beta – 1 Year
1.48
1.18
Beta – 3 Years
1.25
1.15
Sharpe Ratio – 1 Year
0.47
0.34
Sharpe Ratio – 3 Years
0.50
0.48
Worst Rolling Year
1.64%
12.46%
Value at Worst Rolling Year
₹1.02 Cr
₹1.12 Cr
Deepest Drawdown
−24.39%
−19.38%
Recovery Period
122 days
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 64% · M 15% · S 21%
Number of Stocks
17
38
Portfolio P/E
—
24.65
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 · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / 1%