Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
0.25%
6 Months
21.51%
15.19%
1 Year
15.87%
3.21%
3 Years
14.38%
19.65%
5 Years
17.96%
—
Since Inception
16.82%
25.09%
Fund Age
8 yrs 9 mo
3 yrs 5 mo
AUM
₹1,503.25 Cr
₹4,148.34 Cr
Alpha – 1 Year
11.15%
0.23%
Alpha – 3 Years
2.29%
7.77%
Information Ratio – 3 Years
0.39
0.62
Volatility – 1 Year
27.51%
21.54%
Volatility – 3 Years
22.70%
22.15%
Beta – 1 Year
1.48
1.06
Beta – 3 Years
1.25
1.15
Sharpe Ratio – 1 Year
0.47
-0.01
Sharpe Ratio – 3 Years
0.50
0.68
Worst Rolling Year
1.64%
19.49%
Value at Worst Rolling Year
₹1.02 Cr
₹1.19 Cr
Deepest Drawdown
−24.39%
−27.91%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 26% · M 35% · S 37%
Number of Stocks
17
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%