Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Badjate Multicap Fund
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.26%
0.08%
6 Months
14.94%
9.62%
1 Year
8.00%
2.22%
3 Years
—
18.64%
5 Years
—
16.68%
Since Inception
8.49%
18.59%
Fund Age
14 mo
5 yrs
AUM
₹41.73 Cr
₹159.01 Cr
Alpha – 1 Year
5.02%
−0.76%
Alpha – 3 Years
—
6.74%
Information Ratio – 3 Years
—
0.40
Volatility – 1 Year
27.44%
25.41%
Volatility – 3 Years
—
25.71%
Beta – 1 Year
1.39
1.32
Beta – 3 Years
—
1.31
Sharpe Ratio – 1 Year
0.20
-0.02
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
17.76%
Value at Worst Rolling Year
—
₹1.18 Cr
Deepest Drawdown
−15.11%
−32.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.84%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 7% · M 14% · S 74%
Number of Stocks
49
95
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%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
2.05% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—