Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs NBC - Seeking Alpha
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
NBC - Seeking Alpha
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%
3.51%
6 Months
21.51%
12.65%
1 Year
15.87%
22.80%
3 Years
14.38%
18.05%
5 Years
17.96%
41.98%
Since Inception
16.82%
7.54%
Fund Age
8 yrs 9 mo
9 yrs 2 mo
AUM
₹1,503.25 Cr
₹9.17 Cr
Alpha – 1 Year
11.15%
24.84%
Alpha – 3 Years
2.29%
11.40%
Information Ratio – 3 Years
0.39
—
Volatility – 1 Year
27.51%
21.50%
Volatility – 3 Years
22.70%
17.94%
Beta – 1 Year
1.48
—
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.47
0.82
Sharpe Ratio – 3 Years
0.50
0.76
Worst Rolling Year
1.64%
-34.33%
Value at Worst Rolling Year
₹1.02 Cr
₹0.66 Cr
Deepest Drawdown
−24.39%
−18.33%
Recovery Period
122 days
81 days
1-Year Rolling Windows Positive
100.00%
68.37%
Median Rolling Year
23.50%
26.92%
5-Year Rolling Windows Positive
100.00%
74.51%
Market-Cap Mix
L 12% · M 19% · S 67%
L 13% · M 14% · S 73%
Number of Stocks
17
18
Portfolio P/E
—
18.68
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%
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%