Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
21.51%
5.19%
1 Year
15.87%
−0.45%
3 Years
14.38%
11.72%
5 Years
17.96%
—
Since Inception
16.82%
12.62%
Fund Age
8 yrs 9 mo
3 yrs 8 mo
AUM
₹1,503.25 Cr
₹42.96 Cr
Alpha – 1 Year
11.15%
−3.43%
Alpha – 3 Years
2.29%
−0.17%
Information Ratio – 3 Years
0.39
-0.16
Volatility – 1 Year
27.51%
16.93%
Volatility – 3 Years
22.70%
15.20%
Beta – 1 Year
1.48
0.92
Beta – 3 Years
1.25
0.91
Sharpe Ratio – 1 Year
0.47
-0.27
Sharpe Ratio – 3 Years
0.50
0.45
Worst Rolling Year
1.64%
11.64%
Value at Worst Rolling Year
₹1.02 Cr
₹1.12 Cr
Deepest Drawdown
−24.39%
−20.38%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
15.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 39% · M 39% · S 22%
Number of Stocks
17
—
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%