Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
21.51%
19.55%
1 Year
15.87%
11.69%
3 Years
14.38%
15.46%
5 Years
17.96%
—
Since Inception
16.82%
23.05%
Fund Age
8 yrs 9 mo
3 yrs 4 mo
AUM
₹1,503.25 Cr
₹95.08 Cr
Alpha – 1 Year
11.15%
8.71%
Alpha – 3 Years
2.29%
3.58%
Information Ratio – 3 Years
0.39
0.52
Volatility – 1 Year
27.51%
27.25%
Volatility – 3 Years
22.70%
23.29%
Beta – 1 Year
1.48
1.44
Beta – 3 Years
1.25
1.22
Sharpe Ratio – 1 Year
0.47
0.33
Sharpe Ratio – 3 Years
0.50
0.66
Worst Rolling Year
1.64%
15.47%
Value at Worst Rolling Year
₹1.02 Cr
₹1.15 Cr
Deepest Drawdown
−24.39%
−32.01%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
—
Number of Stocks
17
—
Portfolio P/E
—
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%