Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
21.51%
13.10%
1 Year
15.87%
18.11%
3 Years
14.38%
14.56%
5 Years
17.96%
8.71%
Since Inception
16.82%
13.67%
Fund Age
8 yrs 9 mo
11 yrs 2 mo
AUM
₹1,503.25 Cr
₹138.06 Cr
Alpha – 1 Year
11.15%
18.46%
Alpha – 3 Years
2.29%
5.57%
Information Ratio – 3 Years
0.39
0.62
Volatility – 1 Year
27.51%
22.83%
Volatility – 3 Years
22.70%
16.72%
Beta – 1 Year
1.48
1.29
Beta – 3 Years
1.25
1.00
Sharpe Ratio – 1 Year
0.47
0.61
Sharpe Ratio – 3 Years
0.50
0.55
Worst Rolling Year
1.64%
-8.44%
Value at Worst Rolling Year
₹1.02 Cr
₹0.92 Cr
Deepest Drawdown
−24.39%
−17.10%
Recovery Period
122 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
23.50%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 19% · S 67%
L 38% · M 14% · S 45%
Number of Stocks
17
18
Portfolio P/E
—
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%