Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
ValueQuest - 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%
1.42%
6 Months
21.51%
31.94%
1 Year
15.87%
21.84%
3 Years
14.38%
17.21%
5 Years
17.96%
16.75%
Since Inception
16.82%
18.18%
Fund Age
8 yrs 9 mo
13 yrs 5 mo
AUM
₹1,503.25 Cr
₹2,035.08 Cr
Alpha – 1 Year
11.15%
18.86%
Alpha – 3 Years
2.29%
5.32%
Information Ratio – 3 Years
0.39
0.50
Volatility – 1 Year
27.51%
24.29%
Volatility – 3 Years
22.70%
19.24%
Beta – 1 Year
1.48
1.15
Beta – 3 Years
1.25
1.04
Sharpe Ratio – 1 Year
0.47
0.70
Sharpe Ratio – 3 Years
0.50
0.65
Worst Rolling Year
1.64%
-15.08%
Value at Worst Rolling Year
₹1.02 Cr
₹0.85 Cr
Deepest Drawdown
−24.39%
−8.16%
Recovery Period
122 days
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
23.50%
25.54%
5-Year Rolling Windows Positive
100.00%
96.08%
Market-Cap Mix
L 12% · M 19% · S 67%
L 23% · M 1% · S 69%
Number of Stocks
17
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
—
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 1%