Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Motilal Oswal - Value Migration
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%
0.78%
6 Months
21.51%
11.75%
1 Year
15.87%
−2.37%
3 Years
14.38%
17.81%
5 Years
17.96%
14.66%
Since Inception
16.82%
18.91%
Fund Age
8 yrs 9 mo
23 yrs 5 mo
AUM
₹1,503.25 Cr
₹3,220.2 Cr
Alpha – 1 Year
11.15%
−5.35%
Alpha – 3 Years
2.29%
5.93%
Information Ratio – 3 Years
0.39
0.54
Volatility – 1 Year
27.51%
21.49%
Volatility – 3 Years
22.70%
20.84%
Beta – 1 Year
1.48
1.07
Beta – 3 Years
1.25
1.13
Sharpe Ratio – 1 Year
0.47
-0.27
Sharpe Ratio – 3 Years
0.50
0.64
Worst Rolling Year
1.64%
-7.44%
Value at Worst Rolling Year
₹1.02 Cr
₹0.93 Cr
Deepest Drawdown
−24.39%
−27.33%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
23.50%
14.52%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 28% · M 48% · S 19%
Number of Stocks
17
27
Portfolio P/E
—
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%