Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
TCG Transformative Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.64%
2.52%
6 Months
21.51%
12.02%
1 Year
15.87%
4.98%
3 Years
14.38%
—
5 Years
17.96%
—
Since Inception
16.82%
2.03%
Fund Age
8 yrs 9 mo
1 yr 10 mo
AUM
₹1,503.25 Cr
₹167.29 Cr
Alpha – 1 Year
11.15%
0.26%
Alpha – 3 Years
2.29%
—
Information Ratio – 3 Years
0.39
—
Volatility – 1 Year
27.51%
26.96%
Volatility – 3 Years
22.70%
—
Beta – 1 Year
1.48
1.44
Beta – 3 Years
1.25
—
Sharpe Ratio – 1 Year
0.47
0.10
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
1.64%
—
Value at Worst Rolling Year
₹1.02 Cr
—
Deepest Drawdown
−24.39%
−22.46%
Recovery Period
122 days
Not yet recovered
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%
M 5% · S 94%
Number of Stocks
17
20
Portfolio P/E
—
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 1.5% / 0%