Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Eklavya Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.26%
−0.98%
6 Months
14.94%
4.93%
1 Year
8.00%
−0.37%
3 Years
—
—
5 Years
—
—
Since Inception
8.49%
4.91%
Fund Age
14 mo
2 yrs 1 mo
AUM
₹41.73 Cr
₹8 Cr
Alpha – 1 Year
5.02%
−0.02%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
27.44%
12.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.39
0.72
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
-0.38
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
6.09%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−15.11%
−12.49%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
L 23% · M 8% · S 36%
Number of Stocks
49
30
Portfolio P/E
37.54
24.51
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 Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.05% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 2% / 0%