Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
MRG Capital - Wealth Maximizer
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
−0.03%
6 Months
21.51%
1.95%
1 Year
15.87%
9.19%
3 Years
14.38%
16.93%
5 Years
17.96%
11.74%
Since Inception
16.82%
12.55%
Fund Age
8 yrs 9 mo
7 yrs 3 mo
AUM
₹1,503.25 Cr
₹17.39 Cr
Alpha – 1 Year
11.15%
9.54%
Alpha – 3 Years
2.29%
7.93%
Information Ratio – 3 Years
0.39
0.83
Volatility – 1 Year
27.51%
16.46%
Volatility – 3 Years
22.70%
13.48%
Beta – 1 Year
1.48
0.82
Beta – 3 Years
1.25
0.74
Sharpe Ratio – 1 Year
0.47
0.29
Sharpe Ratio – 3 Years
0.50
0.84
Worst Rolling Year
1.64%
3.01%
Value at Worst Rolling Year
₹1.02 Cr
₹1.03 Cr
Deepest Drawdown
−24.39%
−16.15%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 27% · M 18% · S 26%
Number of Stocks
17
53
Portfolio P/E
—
33.46
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 Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%