Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Phillip Income Builder Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Phillip Income Builder Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
0.82%
6 Months
21.51%
5.10%
1 Year
15.87%
10.73%
3 Years
14.38%
13.62%
5 Years
17.96%
—
Since Inception
16.82%
13.76%
Fund Age
8 yrs 9 mo
3 yrs
AUM
₹1,503.25 Cr
₹261.91 Cr
Alpha – 1 Year
11.15%
5.53%
Alpha – 3 Years
2.29%
6.73%
Information Ratio – 3 Years
0.39
2.55
Volatility – 1 Year
27.51%
1.39%
Volatility – 3 Years
22.70%
1.55%
Beta – 1 Year
1.48
0.39
Beta – 3 Years
1.25
0.13
Sharpe Ratio – 1 Year
0.47
3.51
Sharpe Ratio – 3 Years
0.50
4.91
Worst Rolling Year
1.64%
13.63%
Value at Worst Rolling Year
₹1.02 Cr
₹1.14 Cr
Deepest Drawdown
−24.39%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
13.72%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
—
Number of Stocks
17
—
Portfolio P/E
—
—
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%
11% Kosamattam · 0.00%
Muthoot Fincorp Ltd. 10.45% DB REDEEM 24/12/2032 INR 10000 · 0.00%
Indostar Capital Finance Ltd 10.30% DB REDEEM 25/09/2027 INR 1000 · 0.00%
Navi Finserv Ltd. 10.75% DB REDEEM 19/08/2028 INR 10000 · 0.00%
MUTHOOTTU MINI FINANCIERS LTD 9.25 NCD 18SP27 FVRS10000 · 0.00%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%