Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Phillip Ethical India 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%
3.05%
6 Months
21.51%
16.92%
1 Year
15.87%
10.56%
3 Years
14.38%
6.67%
5 Years
17.96%
7.52%
Since Inception
16.82%
10.84%
Fund Age
8 yrs 9 mo
8 yrs 8 mo
AUM
₹1,503.25 Cr
₹10.35 Cr
Alpha – 1 Year
11.15%
5.86%
Alpha – 3 Years
2.29%
−4.55%
Information Ratio – 3 Years
0.39
-0.70
Volatility – 1 Year
27.51%
20.12%
Volatility – 3 Years
22.70%
17.20%
Beta – 1 Year
1.48
1.04
Beta – 3 Years
1.25
0.98
Sharpe Ratio – 1 Year
0.47
0.33
Sharpe Ratio – 3 Years
0.50
0.11
Worst Rolling Year
1.64%
4.20%
Value at Worst Rolling Year
₹1.02 Cr
₹1.04 Cr
Deepest Drawdown
−24.39%
−24.72%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
14.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 14% · M 44% · S 40%
Number of Stocks
17
21
Portfolio P/E
—
51.26
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%
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%