Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.64%
2.10%
6 Months
21.51%
29.13%
1 Year
15.87%
20.96%
3 Years
14.38%
17.22%
5 Years
17.96%
—
Since Inception
16.82%
23.59%
Fund Age
8 yrs 9 mo
3 yrs 7 mo
AUM
₹1,503.25 Cr
₹147.56 Cr
Alpha – 1 Year
11.15%
16.24%
Alpha – 3 Years
2.29%
5.13%
Information Ratio – 3 Years
0.39
0.33
Volatility – 1 Year
27.51%
30.80%
Volatility – 3 Years
22.70%
25.65%
Beta – 1 Year
1.48
1.54
Beta – 3 Years
1.25
1.41
Sharpe Ratio – 1 Year
0.47
0.58
Sharpe Ratio – 3 Years
0.50
0.54
Worst Rolling Year
1.64%
15.38%
Value at Worst Rolling Year
₹1.02 Cr
₹1.15 Cr
Deepest Drawdown
−24.39%
−28.52%
Recovery Period
122 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
21.14%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 63% · M 11% · S 17%
Number of Stocks
17
18
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%
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
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%