Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
3.10%
6 Months
14.94%
2.75%
1 Year
8.00%
19.54%
3 Years
—
16.88%
5 Years
—
17.69%
Since Inception
8.49%
15.84%
Fund Age
14 mo
8 yrs
AUM
₹41.73 Cr
₹335.72 Cr
Alpha – 1 Year
5.02%
19.89%
Alpha – 3 Years
—
7.88%
Information Ratio – 3 Years
—
0.91
Volatility – 1 Year
27.44%
22.09%
Volatility – 3 Years
—
17.60%
Beta – 1 Year
1.39
1.28
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.20
0.68
Sharpe Ratio – 3 Years
—
0.74
Worst Rolling Year
—
9.01%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−15.11%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 57% · M 6% · S 37%
Number of Stocks
49
192
Portfolio P/E
37.54
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.05% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%