Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Nippon - Emerging India - EIP
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Nippon - Emerging India - EIP
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%
2.63%
6 Months
21.51%
13.11%
1 Year
15.87%
15.44%
3 Years
14.38%
15.82%
5 Years
17.96%
15.29%
Since Inception
16.82%
15.37%
Fund Age
8 yrs 9 mo
9 yrs 4 mo
AUM
₹1,503.25 Cr
₹32.48 Cr
Alpha – 1 Year
11.15%
10.72%
Alpha – 3 Years
2.29%
3.73%
Information Ratio – 3 Years
0.39
0.69
Volatility – 1 Year
27.51%
17.99%
Volatility – 3 Years
22.70%
17.45%
Beta – 1 Year
1.48
0.99
Beta – 3 Years
1.25
1.02
Sharpe Ratio – 1 Year
0.47
0.59
Sharpe Ratio – 3 Years
0.50
0.71
Worst Rolling Year
1.64%
-6.27%
Value at Worst Rolling Year
₹1.02 Cr
₹0.94 Cr
Deepest Drawdown
−24.39%
−21.15%
Recovery Period
122 days
474 days
1-Year Rolling Windows Positive
100.00%
92.43%
Median Rolling Year
23.50%
21.04%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 8% · M 22% · S 44%
Number of Stocks
17
30
Portfolio P/E
—
30.67
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%
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%