Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Dalal & Broacha - Long Term Growth
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Dalal & Broacha - Long Term Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
0.61%
6 Months
14.94%
11.19%
1 Year
8.00%
4.47%
3 Years
—
14.82%
5 Years
—
12.64%
Since Inception
8.49%
13.38%
Fund Age
14 mo
19 yrs
AUM
₹41.73 Cr
₹1,249 Cr
Alpha – 1 Year
5.02%
4.82%
Alpha – 3 Years
—
5.82%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
27.44%
21.24%
Volatility – 3 Years
—
17.51%
Beta – 1 Year
1.39
1.09
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.20
0.05
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.11%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
L 40% · M 40% · S 15%
Number of Stocks
49
25
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%
—
Fixed Fee
2.05% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%