Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Bay India Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
2.14%
6 Months
14.94%
7.28%
1 Year
8.00%
−4.68%
3 Years
—
6.16%
5 Years
—
—
Since Inception
8.49%
11.66%
Fund Age
14 mo
3 yrs 7 mo
AUM
₹41.73 Cr
₹81.86 Cr
Alpha – 1 Year
5.02%
−4.33%
Alpha – 3 Years
—
−2.84%
Information Ratio – 3 Years
—
-0.28
Volatility – 1 Year
27.44%
18.83%
Volatility – 3 Years
—
15.47%
Beta – 1 Year
1.39
1.02
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.20
-0.44
Sharpe Ratio – 3 Years
—
0.12
Worst Rolling Year
—
6.16%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−15.11%
−24.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
L 11% · M 21% · S 66%
Number of Stocks
49
25
Portfolio P/E
37.54
24.93
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%
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
2.05% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0.5%