Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
7.67%
6 Months
21.51%
27.70%
1 Year
15.87%
47.52%
3 Years
14.38%
23.98%
5 Years
17.96%
15.87%
Since Inception
16.82%
18.55%
Fund Age
8 yrs 9 mo
16 yrs 2 mo
AUM
₹1,503.25 Cr
₹1,022.92 Cr
Alpha – 1 Year
11.15%
42.80%
Alpha – 3 Years
2.29%
11.89%
Information Ratio – 3 Years
0.39
1.12
Volatility – 1 Year
27.51%
28.29%
Volatility – 3 Years
22.70%
20.76%
Beta – 1 Year
1.48
1.36
Beta – 3 Years
1.25
1.07
Sharpe Ratio – 1 Year
0.47
1.33
Sharpe Ratio – 3 Years
0.50
0.99
Worst Rolling Year
1.64%
-4.58%
Value at Worst Rolling Year
₹1.02 Cr
₹0.95 Cr
Deepest Drawdown
−24.39%
−19.51%
Recovery Period
122 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
23.50%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 22% · M 32% · S 42%
Number of Stocks
17
26
Portfolio P/E
—
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%