Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Right Horizons - Alliance
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%
1.80%
6 Months
21.51%
2.80%
1 Year
15.87%
4.89%
3 Years
14.38%
12.23%
5 Years
17.96%
10.64%
Since Inception
16.82%
8.93%
Fund Age
8 yrs 9 mo
12 yrs
AUM
₹1,503.25 Cr
₹134.76 Cr
Alpha – 1 Year
11.15%
−1.08%
Alpha – 3 Years
2.29%
1.34%
Information Ratio – 3 Years
0.39
0.07
Volatility – 1 Year
27.51%
10.79%
Volatility – 3 Years
22.70%
9.62%
Beta – 1 Year
1.48
1.04
Beta – 3 Years
1.25
1.10
Sharpe Ratio – 1 Year
0.47
-0.01
Sharpe Ratio – 3 Years
0.50
0.69
Worst Rolling Year
1.64%
0.05%
Value at Worst Rolling Year
₹1.02 Cr
₹1.00 Cr
Deepest Drawdown
−24.39%
−11.50%
Recovery Period
122 days
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
23.50%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 50% · M 11% · S 8%
Number of Stocks
17
33
Portfolio P/E
—
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
1.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –