Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Carnelian Capital - Compounder Strategy
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Carnelian Capital - Compounder Strategy
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
4.57%
6 Months
14.94%
15.76%
1 Year
8.00%
22.36%
3 Years
—
23.83%
5 Years
—
17.53%
Since Inception
8.49%
20.07%
Fund Age
14 mo
7 yrs 3 mo
AUM
₹41.73 Cr
₹2,271.9 Cr
Alpha – 1 Year
5.02%
17.64%
Alpha – 3 Years
—
11.75%
Information Ratio – 3 Years
—
1.40
Volatility – 1 Year
27.44%
21.11%
Volatility – 3 Years
—
18.96%
Beta – 1 Year
1.39
1.17
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.20
0.81
Sharpe Ratio – 3 Years
—
0.96
Worst Rolling Year
—
10.25%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−15.11%
−19.83%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 30% · M 46% · S 22%
Number of Stocks
49
30
Portfolio P/E
37.54
29.80
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%
Aditya Birla Capital Ltd · 10.17%
Laurus Labs Ltd · 8.63%
Biocon Ltd · 7.50%
One 97 Communications Ltd · 4.59%
Bharat Heavy Electricals Ltd · 4.29%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%