Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Ckredence-Diversified Fund
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
5.36%
6 Months
14.94%
17.83%
1 Year
8.00%
22.60%
3 Years
—
18.89%
5 Years
—
16.73%
Since Inception
8.49%
18.63%
Fund Age
14 mo
5 yrs 2 mo
AUM
₹41.73 Cr
₹146.97 Cr
Alpha – 1 Year
5.02%
17.88%
Alpha – 3 Years
—
6.80%
Information Ratio – 3 Years
—
0.75
Volatility – 1 Year
27.44%
20.18%
Volatility – 3 Years
—
16.94%
Beta – 1 Year
1.39
1.05
Beta – 3 Years
—
0.94
Sharpe Ratio – 1 Year
0.20
0.85
Sharpe Ratio – 3 Years
—
0.80
Worst Rolling Year
—
15.50%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−15.11%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 20% · M 19% · S 58%
Number of Stocks
49
32
Portfolio P/E
37.54
39.10
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%
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Fixed Fee
2.05% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%