Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
21.51%
31.65%
1 Year
15.87%
26.47%
3 Years
14.38%
18.72%
5 Years
17.96%
16.28%
Since Inception
16.82%
14.51%
Fund Age
8 yrs 9 mo
10 yrs 10 mo
AUM
₹1,503.25 Cr
₹423.36 Cr
Alpha – 1 Year
11.15%
21.75%
Alpha – 3 Years
2.29%
6.63%
Information Ratio – 3 Years
0.39
0.36
Volatility – 1 Year
27.51%
28.25%
Volatility – 3 Years
22.70%
24.90%
Beta – 1 Year
1.48
1.32
Beta – 3 Years
1.25
1.13
Sharpe Ratio – 1 Year
0.47
0.78
Sharpe Ratio – 3 Years
0.50
0.60
Worst Rolling Year
1.64%
-5.98%
Value at Worst Rolling Year
₹1.02 Cr
₹0.94 Cr
Deepest Drawdown
−24.39%
−31.67%
Recovery Period
122 days
492 days
1-Year Rolling Windows Positive
100.00%
86.69%
Median Rolling Year
23.50%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 12% · M 6% · S 82%
Number of Stocks
17
62
Portfolio P/E
—
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%