Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Carnelian Capital - Contra Portfolio Strategy
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Carnelian Capital - Contra Portfolio Strategy
Return for the risk
3 yrs return
15%
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
2.00%
6 Months
14.94%
4.51%
1 Year
8.00%
15.12%
3 Years
—
22.90%
5 Years
—
—
Since Inception
8.49%
24.96%
Fund Age
14 mo
4 yrs 7 mo
AUM
₹41.73 Cr
₹136 Cr
Alpha – 1 Year
5.02%
10.40%
Alpha – 3 Years
—
10.82%
Information Ratio – 3 Years
—
1.17
Volatility – 1 Year
27.44%
19.24%
Volatility – 3 Years
—
20.81%
Beta – 1 Year
1.39
1.07
Beta – 3 Years
—
1.25
Sharpe Ratio – 1 Year
0.20
0.55
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
21.90%
Value at Worst Rolling Year
—
₹1.22 Cr
Deepest Drawdown
−15.11%
−25.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.91%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
L 53% · M 22% · S 20%
Number of Stocks
49
18
Portfolio P/E
37.54
27.00
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%
Reliance Industries Ltd · 9.30%
Kotak Mahindra Bank Ltd · 8.31%
Bajaj Auto Ltd · 7.30%
Kalyan Jewellers India Ltd · 7.28%
Biocon Ltd · 7.13%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%