Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Systamatix - Dynamic Investment
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%
7.60%
6 Months
21.51%
26.61%
1 Year
15.87%
33.69%
3 Years
14.38%
25.74%
5 Years
17.96%
21.83%
Since Inception
16.82%
—
Fund Age
8 yrs 9 mo
8 yrs 4 mo
AUM
₹1,503.25 Cr
₹158.52 Cr
Alpha – 1 Year
11.15%
29.93%
Alpha – 3 Years
2.29%
14.85%
Information Ratio – 3 Years
0.39
1.52
Volatility – 1 Year
27.51%
19.82%
Volatility – 3 Years
22.70%
19.44%
Beta – 1 Year
1.48
1.03
Beta – 3 Years
1.25
1.06
Sharpe Ratio – 1 Year
0.47
1.29
Sharpe Ratio – 3 Years
0.50
1.16
Worst Rolling Year
1.64%
—
Value at Worst Rolling Year
₹1.02 Cr
—
Deepest Drawdown
−24.39%
—
Recovery Period
122 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.50%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 31% · M 28% · S 38%
Number of Stocks
17
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%