Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.64%
6.38%
6 Months
21.51%
30.29%
1 Year
15.87%
21.45%
3 Years
14.38%
18.94%
5 Years
17.96%
—
Since Inception
16.82%
23.25%
Fund Age
8 yrs 9 mo
3 yrs 1 mo
AUM
₹1,503.25 Cr
₹185.04 Cr
Alpha – 1 Year
11.15%
16.73%
Alpha – 3 Years
2.29%
6.85%
Information Ratio – 3 Years
0.39
0.59
Volatility – 1 Year
27.51%
29.11%
Volatility – 3 Years
22.70%
25.42%
Beta – 1 Year
1.48
1.26
Beta – 3 Years
1.25
1.13
Sharpe Ratio – 1 Year
0.47
0.62
Sharpe Ratio – 3 Years
0.50
0.60
Worst Rolling Year
1.64%
18.95%
Value at Worst Rolling Year
₹1.02 Cr
₹1.19 Cr
Deepest Drawdown
−24.39%
−27.74%
Recovery Period
122 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
20.62%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
—
Number of Stocks
17
40
Portfolio P/E
—
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%