Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs PGIM India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
PGIM India Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
3.44%
6 Months
21.51%
14.84%
1 Year
15.87%
−4.03%
3 Years
14.38%
5.65%
5 Years
17.96%
—
Since Inception
16.82%
11.22%
Fund Age
8 yrs 9 mo
3 yrs 7 mo
AUM
₹1,503.25 Cr
₹83.14 Cr
Alpha – 1 Year
11.15%
−3.68%
Alpha – 3 Years
2.29%
−3.35%
Information Ratio – 3 Years
0.39
-0.26
Volatility – 1 Year
27.51%
22.60%
Volatility – 3 Years
22.70%
18.97%
Beta – 1 Year
1.48
1.04
Beta – 3 Years
1.25
1.04
Sharpe Ratio – 1 Year
0.47
-0.31
Sharpe Ratio – 3 Years
0.50
0.11
Worst Rolling Year
1.64%
4.98%
Value at Worst Rolling Year
₹1.02 Cr
₹1.05 Cr
Deepest Drawdown
−24.39%
−33.20%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
7.75%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 9% · M 28% · S 60%
Number of Stocks
17
27
Portfolio P/E
—
28.70
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 · 9.50%
Universal Cables Ltd · 7.66%
Shaily Engineering Plastics Ltd · 6.91%
Saregama India Ltd · 6.23%
Bosch Ltd · 4.88%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 27.44%
Consumer Durables · 10.74%
Financial Services · 7.61%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%