Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Ksema - Multicap
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Ksema - Multicap
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%
0.82%
6 Months
21.51%
2.65%
1 Year
15.87%
10.76%
3 Years
14.38%
12.77%
5 Years
17.96%
14.58%
Since Inception
16.82%
17.50%
Fund Age
8 yrs 9 mo
7 yrs 7 mo
AUM
₹1,503.25 Cr
₹83.87 Cr
Alpha – 1 Year
11.15%
11.11%
Alpha – 3 Years
2.29%
3.77%
Information Ratio – 3 Years
0.39
0.46
Volatility – 1 Year
27.51%
18.53%
Volatility – 3 Years
22.70%
17.03%
Beta – 1 Year
1.48
1.11
Beta – 3 Years
1.25
1.11
Sharpe Ratio – 1 Year
0.47
0.36
Sharpe Ratio – 3 Years
0.50
0.48
Worst Rolling Year
1.64%
12.58%
Value at Worst Rolling Year
₹1.02 Cr
₹1.13 Cr
Deepest Drawdown
−24.39%
−20.55%
Recovery Period
122 days
518 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
20.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 54% · M 18% · S 28%
Number of Stocks
17
51
Portfolio P/E
—
23.77
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 · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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%