Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Capitalmind - Adaptive Momentum
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Capitalmind - Adaptive Momentum
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
−3.10%
6 Months
14.94%
2.63%
1 Year
8.00%
−0.59%
3 Years
—
7.10%
5 Years
—
6.17%
Since Inception
8.49%
16.60%
Fund Age
14 mo
7 yrs 4 mo
AUM
₹41.73 Cr
₹226.32 Cr
Alpha – 1 Year
5.02%
−0.16%
Alpha – 3 Years
—
−1.47%
Information Ratio – 3 Years
—
-0.04
Volatility – 1 Year
27.44%
15.34%
Volatility – 3 Years
—
19.64%
Beta – 1 Year
1.39
0.73
Beta – 3 Years
—
0.82
Sharpe Ratio – 1 Year
0.20
-0.32
Sharpe Ratio – 3 Years
—
0.17
Worst Rolling Year
—
7.10%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.11%
−28.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.04%
5-Year Rolling Windows Positive
—
100.00%
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
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%