Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Right Horizons - India Business Leaders
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%
3.11%
6 Months
21.51%
4.12%
1 Year
15.87%
−0.25%
3 Years
14.38%
10.95%
5 Years
17.96%
10.56%
Since Inception
16.82%
10.62%
Fund Age
8 yrs 9 mo
13 yrs 8 mo
AUM
₹1,503.25 Cr
₹41.22 Cr
Alpha – 1 Year
11.15%
0.18%
Alpha – 3 Years
2.29%
2.39%
Information Ratio – 3 Years
0.39
0.52
Volatility – 1 Year
27.51%
20.61%
Volatility – 3 Years
22.70%
17.57%
Beta – 1 Year
1.48
1.24
Beta – 3 Years
1.25
1.19
Sharpe Ratio – 1 Year
0.47
-0.18
Sharpe Ratio – 3 Years
0.50
0.46
Worst Rolling Year
1.64%
-10.52%
Value at Worst Rolling Year
₹1.02 Cr
₹0.89 Cr
Deepest Drawdown
−24.39%
−22.41%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
23.50%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 12% · M 19% · S 67%
L 70% · M 29%
Number of Stocks
17
25
Portfolio P/E
—
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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% / 0%