Expert-managed portfolios tailored to your financial goals.
Avestha Fund Management follows a bottom-up, long-only equity strategy with a concentrated portfolio of high-conviction ideas. Stock selection is driven by balance sheet strength, promoter quality, capital efficiency, and business scalability. The firm av
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.11% | 0.45% | -0.56% |
| 3 Months | -8.63% | -3.13% | -5.5% |
| 6 Months | -4.64% | 3.24% | -7.88% |
| 1 Year | 10.87% | 17.3% | -6.43% |
| 2 Year | 11.37% | 8.09% | 3.28% |
| 3 Year | 16.63% | 17.66% | -1.03% |
| 5 Year | 19.19% | 14.78% | 4.41% |
| Since Inception | 15.2% | 13.03% | 2.17% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -6.41% | -0.11% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | -3.07% | -0.56% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -7.88% | -10.04% | 9.87% | 4.3% | 9.84% | 3.48% | -2.92% | -8.06% | -1.14% | 6.44% | -0.81% | -2.27% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -4.45% | -2.3% | 2.55% | 1.12% | 6.3% | -0.2% | -0.21% | -6.31% | -2.38% | 2.17% | -1.77% | -2.03% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 7.77% | 2.21% | 10.12% | 6.86% | 2.19% | 2.16% | -5.45% | 0.14% | 4.02% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 4.33% | 1.38% | 3.07% | 2.42% | 1.23% | 0.07% | 1% | 0.08% | 5.52% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1316.7 | 1302.2 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 1156.8 | 1047.6 | 1141.9 | 1194.2 | 1331.4 | 1417.9 | 1472.8 | 1362.1 | 1352 | 1447.4 | 1435.4 | 1409.6 |
| 2024 | -- | -- | -- | 882.5 | 909.5 | 1006 | 1090.4 | 1124.2 | 1191.8 | 1144.9 | 1166 | 1247.8 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
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