Portfolio Management Services (PMS)Compare Schemes
Avestha - Growth vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Avestha - Growth
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
21.51%
6.39%
1 Year
15.87%
0.37%
3 Years
14.38%
11.18%
5 Years
17.96%
—
Since Inception
16.82%
4.21%
Fund Age
8 yrs 9 mo
4 yrs 6 mo
AUM
₹1,503.25 Cr
₹59.82 Cr
Alpha – 1 Year
11.15%
−2.61%
Alpha – 3 Years
2.29%
−0.71%
Information Ratio – 3 Years
0.39
0.13
Volatility – 1 Year
27.51%
22.91%
Volatility – 3 Years
22.70%
17.96%
Beta – 1 Year
1.48
1.09
Beta – 3 Years
1.25
1.01
Sharpe Ratio – 1 Year
0.47
-0.11
Sharpe Ratio – 3 Years
0.50
0.38
Worst Rolling Year
1.64%
3.87%
Value at Worst Rolling Year
₹1.02 Cr
₹1.04 Cr
Deepest Drawdown
−24.39%
−25.26%
Recovery Period
122 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.50%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 19% · S 67%
L 40% · M 26% · S 33%
Number of Stocks
17
35
Portfolio P/E
—
45.30
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%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Capital Goods · 32.19%
Chemicals · 16.98%
Information Technology · 12.67%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%