Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Neo Yield Enhancer
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Neo Yield Enhancer
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%
0.79%
6 Months
21.51%
4.98%
1 Year
15.87%
10.56%
3 Years
14.38%
—
5 Years
17.96%
—
Since Inception
16.82%
11.26%
Fund Age
8 yrs 9 mo
2 yrs 8 mo
AUM
₹1,503.25 Cr
₹1,889.65 Cr
Alpha – 1 Year
11.15%
9.31%
Alpha – 3 Years
2.29%
—
Information Ratio – 3 Years
0.39
—
Volatility – 1 Year
27.51%
0.27%
Volatility – 3 Years
22.70%
—
Beta – 1 Year
1.48
0.04
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.47
17.75
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
1.64%
—
Value at Worst Rolling Year
₹1.02 Cr
—
Deepest Drawdown
−24.39%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.50%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
—
Number of Stocks
17
54
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%
HSBC Overnight Fund - Direct (G) · 12.29%
KRAZYBEE SERVICES LIMITED 10.45 NCD 16MR27 FVRS1LAC · 8.99%
Cash & Cash Equivalent · 6.42%
9.75% Oxyzo Financial Services Pvt Limited 19-MAR-2027 · 5.98%
PROFECTUS CAPITAL PRIVATE LIMITED RR NCD 30SP27 FVRS1LAC · 5.81%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Others · 60.34%
Financial Services · 7.63%
Government · 0.64%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%