Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.26%
1.61%
6 Months
14.94%
4.03%
1 Year
8.00%
4.49%
3 Years
—
14.35%
5 Years
—
—
Since Inception
8.49%
16.62%
Fund Age
14 mo
4 yrs
AUM
₹41.73 Cr
₹303 Cr
Alpha – 1 Year
5.02%
4.92%
Alpha – 3 Years
—
5.78%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
27.44%
16.32%
Volatility – 3 Years
—
14.15%
Beta – 1 Year
1.39
0.98
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
0.20
0.01
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
—
14.36%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−15.11%
−16.17%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.76%
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
2.05% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—