Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Buoyant - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.26%
1.73%
6 Months
14.94%
2.87%
1 Year
8.00%
8.13%
3 Years
—
16.18%
5 Years
—
18.39%
Since Inception
8.49%
20.76%
Fund Age
14 mo
10 yrs
AUM
₹41.73 Cr
₹12,257.23 Cr
Alpha – 1 Year
5.02%
5.15%
Alpha – 3 Years
—
4.29%
Information Ratio – 3 Years
—
0.41
Volatility – 1 Year
27.44%
17.45%
Volatility – 3 Years
—
14.35%
Beta – 1 Year
1.39
0.98
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
0.20
0.22
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
-5.58%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−15.11%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
87.09%
Median Rolling Year
—
23.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 55% · M 21% · S 12%
Number of Stocks
49
40
Portfolio P/E
37.54
24.82
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%
Cash & Cash Equivalent · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%