Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Ayan- PriceBridge Samvruddhi
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Ayan- PriceBridge Samvruddhi
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
2.26%
6 Months
−2.30%
14.94%
1 Year
1.68%
8.00%
3 Years
13.91%
—
5 Years
—
—
Since Inception
14.05%
8.49%
Fund Age
3 yrs 10 mo
14 mo
AUM
₹53.78 Cr
₹41.73 Cr
Alpha – 1 Year
−3.04%
5.02%
Alpha – 3 Years
1.82%
—
Information Ratio – 3 Years
0.34
—
Volatility – 1 Year
15.80%
27.44%
Volatility – 3 Years
15.64%
—
Beta – 1 Year
0.86
1.39
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.15
0.20
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
15.78%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−18.40%
−15.11%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.35%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 2% · M 1% · S 94%
Number of Stocks
—
49
Portfolio P/E
—
37.54
Top 5 Holdings
—
Welspun Corp Ltd · 11.69%
Vedanta Oil and Gas Ltd · 9.44%
Graphite India Ltd · 6.09%
Asian Energy Services Ltd · 5.93%
NBCC (India) Ltd · 5.81%
Top Sectors
—
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Fixed Fee
2.25% / yr
2.05% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%