Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Renaissance - Opportunities 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%
−0.04%
6 Months
21.51%
0.28%
1 Year
15.87%
2.14%
3 Years
14.38%
10.02%
5 Years
17.96%
13.15%
Since Inception
16.82%
11.46%
Fund Age
8 yrs 9 mo
8 yrs 7 mo
AUM
₹1,503.25 Cr
₹585.94 Cr
Alpha – 1 Year
11.15%
2.49%
Alpha – 3 Years
2.29%
1.02%
Information Ratio – 3 Years
0.39
0.18
Volatility – 1 Year
27.51%
16.38%
Volatility – 3 Years
22.70%
14.42%
Beta – 1 Year
1.48
1.00
Beta – 3 Years
1.25
0.96
Sharpe Ratio – 1 Year
0.47
-0.13
Sharpe Ratio – 3 Years
0.50
0.38
Worst Rolling Year
1.64%
3.37%
Value at Worst Rolling Year
₹1.02 Cr
₹1.03 Cr
Deepest Drawdown
−24.39%
−17.04%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 65% · M 26% · S 8%
Number of Stocks
17
31
Portfolio P/E
—
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%