Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs PGIM India - Phoenix Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
PGIM India - Phoenix Portfolio
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%
3.66%
6 Months
21.51%
18.51%
1 Year
15.87%
2.32%
3 Years
14.38%
8.56%
5 Years
17.96%
13.23%
Since Inception
16.82%
12.52%
Fund Age
8 yrs 9 mo
10 yrs
AUM
₹1,503.25 Cr
₹60.22 Cr
Alpha – 1 Year
11.15%
2.67%
Alpha – 3 Years
2.29%
−0.44%
Information Ratio – 3 Years
0.39
-0.03
Volatility – 1 Year
27.51%
27.56%
Volatility – 3 Years
22.70%
21.93%
Beta – 1 Year
1.48
1.33
Beta – 3 Years
1.25
1.17
Sharpe Ratio – 1 Year
0.47
0.01
Sharpe Ratio – 3 Years
0.50
0.24
Worst Rolling Year
1.64%
-13.90%
Value at Worst Rolling Year
₹1.02 Cr
₹0.86 Cr
Deepest Drawdown
−24.39%
−31.68%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.20%
Median Rolling Year
23.50%
15.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
M 3% · S 93%
Number of Stocks
17
26
Portfolio P/E
—
25.30
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%
Electronics Mart India Ltd · 4.99%
Gokaldas Exports Ltd · 4.97%
Cartrade Tech Ltd · 4.91%
Power Mech Projects Ltd · 4.75%
Sai Life Sciences Ltd · 4.50%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 18.77%
Financial Services · 14.27%
Consumer Services · 9.90%
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%