Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Oro-alpha compounders
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%
2.98%
6 Months
21.51%
−0.13%
1 Year
15.87%
−2.80%
3 Years
14.38%
13.20%
5 Years
17.96%
—
Since Inception
16.82%
13.51%
Fund Age
8 yrs 9 mo
3 yrs 8 mo
AUM
₹1,503.25 Cr
₹30.6 Cr
Alpha – 1 Year
11.15%
−5.78%
Alpha – 3 Years
2.29%
1.30%
Information Ratio – 3 Years
0.39
0.16
Volatility – 1 Year
27.51%
16.62%
Volatility – 3 Years
22.70%
16.99%
Beta – 1 Year
1.48
0.93
Beta – 3 Years
1.25
1.05
Sharpe Ratio – 1 Year
0.47
-0.42
Sharpe Ratio – 3 Years
0.50
0.50
Worst Rolling Year
1.64%
13.00%
Value at Worst Rolling Year
₹1.02 Cr
₹1.13 Cr
Deepest Drawdown
−24.39%
−20.23%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 44% · M 26% · S 17%
Number of Stocks
17
24
Portfolio P/E
—
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%