Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Right Horizons - Alphabots India 100
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
4.29%
6 Months
21.51%
2.17%
1 Year
15.87%
7.07%
3 Years
14.38%
15.12%
5 Years
17.96%
—
Since Inception
16.82%
19.80%
Fund Age
8 yrs 9 mo
7 yrs 3 mo
AUM
₹1,503.25 Cr
₹7.19 Cr
Alpha – 1 Year
11.15%
7.50%
Alpha – 3 Years
2.29%
6.56%
Information Ratio – 3 Years
0.39
1.22
Volatility – 1 Year
27.51%
19.38%
Volatility – 3 Years
22.70%
16.31%
Beta – 1 Year
1.48
1.18
Beta – 3 Years
1.25
1.13
Sharpe Ratio – 1 Year
0.47
0.17
Sharpe Ratio – 3 Years
0.50
0.62
Worst Rolling Year
1.64%
14.31%
Value at Worst Rolling Year
₹1.02 Cr
₹1.14 Cr
Deepest Drawdown
−24.39%
−17.66%
Recovery Period
122 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
16.29%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 73% · M 25%
Number of Stocks
17
100
Portfolio P/E
—
27.01
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%
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –