Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Right Horizons - Perennial
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%
−0.19%
6 Months
21.51%
11.46%
1 Year
15.87%
8.21%
3 Years
14.38%
12.09%
5 Years
17.96%
11.81%
Since Inception
16.82%
13.34%
Fund Age
8 yrs 9 mo
5 yrs 3 mo
AUM
₹1,503.25 Cr
₹34.29 Cr
Alpha – 1 Year
11.15%
5.23%
Alpha – 3 Years
2.29%
0.21%
Information Ratio – 3 Years
0.39
0.17
Volatility – 1 Year
27.51%
24.84%
Volatility – 3 Years
22.70%
21.42%
Beta – 1 Year
1.48
1.25
Beta – 3 Years
1.25
1.08
Sharpe Ratio – 1 Year
0.47
0.21
Sharpe Ratio – 3 Years
0.50
0.49
Worst Rolling Year
1.64%
7.11%
Value at Worst Rolling Year
₹1.02 Cr
₹1.07 Cr
Deepest Drawdown
−24.39%
−34.77%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 5% · M 7% · S 69%
Number of Stocks
17
37
Portfolio P/E
—
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%