Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
2.20%
6 Months
21.51%
6.00%
1 Year
15.87%
4.90%
3 Years
14.38%
18.50%
5 Years
17.96%
—
Since Inception
16.82%
16.60%
Fund Age
8 yrs 9 mo
3 yrs
AUM
₹1,503.25 Cr
₹209.72 Cr
Alpha – 1 Year
11.15%
0.20%
Alpha – 3 Years
2.29%
6.40%
Information Ratio – 3 Years
0.39
1.16
Volatility – 1 Year
27.51%
19.79%
Volatility – 3 Years
22.70%
17.07%
Beta – 1 Year
1.48
1.06
Beta – 3 Years
1.25
1.05
Sharpe Ratio – 1 Year
0.47
0.07
Sharpe Ratio – 3 Years
0.50
0.81
Worst Rolling Year
1.64%
18.52%
Value at Worst Rolling Year
₹1.02 Cr
₹1.19 Cr
Deepest Drawdown
−24.39%
−19.68%
Recovery Period
122 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 67% · M 33%
Number of Stocks
17
24
Portfolio P/E
—
40.00
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 · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%