Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs CARNELIAN BESPOKE STRATEGY
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
CARNELIAN BESPOKE STRATEGY
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
4.88%
6 Months
14.94%
21.32%
1 Year
8.00%
24.13%
3 Years
—
24.49%
5 Years
—
—
Since Inception
8.49%
27.33%
Fund Age
14 mo
4 yrs 10 mo
AUM
₹41.73 Cr
₹3,911.89 Cr
Alpha – 1 Year
5.02%
19.41%
Alpha – 3 Years
—
12.41%
Information Ratio – 3 Years
—
1.08
Volatility – 1 Year
27.44%
23.48%
Volatility – 3 Years
—
21.23%
Beta – 1 Year
1.39
1.26
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
0.20
0.81
Sharpe Ratio – 3 Years
—
0.90
Worst Rolling Year
—
22.93%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−15.11%
−20.36%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.10%
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%
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Fixed Fee
2.05% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—