Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
0.95%
6 Months
21.51%
11.98%
1 Year
15.87%
18.12%
3 Years
14.38%
18.24%
5 Years
17.96%
—
Since Inception
16.82%
20.21%
Fund Age
8 yrs 9 mo
4 yrs 8 mo
AUM
₹1,503.25 Cr
₹424.87 Cr
Alpha – 1 Year
11.15%
13.40%
Alpha – 3 Years
2.29%
6.15%
Information Ratio – 3 Years
0.39
0.85
Volatility – 1 Year
27.51%
22.44%
Volatility – 3 Years
22.70%
19.69%
Beta – 1 Year
1.48
1.22
Beta – 3 Years
1.25
1.10
Sharpe Ratio – 1 Year
0.47
0.61
Sharpe Ratio – 3 Years
0.50
0.80
Worst Rolling Year
1.64%
18.24%
Value at Worst Rolling Year
₹1.02 Cr
₹1.18 Cr
Deepest Drawdown
−24.39%
−25.57%
Recovery Period
122 days
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
M 1% · S 89%
Number of Stocks
17
30
Portfolio P/E
—
23.45
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 · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
1.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%