Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Samvitti-PMS Long Term 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%
7.49%
6 Months
21.51%
27.88%
1 Year
15.87%
29.03%
3 Years
14.38%
18.18%
5 Years
17.96%
15.45%
Since Inception
16.82%
16.74%
Fund Age
8 yrs 9 mo
10 yrs 9 mo
AUM
₹1,503.25 Cr
₹245.99 Cr
Alpha – 1 Year
11.15%
24.31%
Alpha – 3 Years
2.29%
6.09%
Information Ratio – 3 Years
0.39
0.49
Volatility – 1 Year
27.51%
21.97%
Volatility – 3 Years
22.70%
17.89%
Beta – 1 Year
1.48
1.05
Beta – 3 Years
1.25
0.93
Sharpe Ratio – 1 Year
0.47
1.03
Sharpe Ratio – 3 Years
0.50
0.70
Worst Rolling Year
1.64%
1.53%
Value at Worst Rolling Year
₹1.02 Cr
₹1.02 Cr
Deepest Drawdown
−24.39%
−20.27%
Recovery Period
122 days
205 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 36% · M 27% · S 36%
Number of Stocks
17
44
Portfolio P/E
—
69.76
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 · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%