Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Emkay Investments - Capital Builder
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Emkay Investments - Capital Builder
Return for the risk
3 yrs return
10%
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.26%
1.99%
6 Months
14.94%
8.53%
1 Year
8.00%
11.64%
3 Years
—
17.19%
5 Years
—
15.63%
Since Inception
8.49%
16.41%
Fund Age
14 mo
13 yrs 4 mo
AUM
₹41.73 Cr
₹575.07 Cr
Alpha – 1 Year
5.02%
6.92%
Alpha – 3 Years
—
5.10%
Information Ratio – 3 Years
—
0.78
Volatility – 1 Year
27.44%
17.51%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
1.39
0.92
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
0.20
0.42
Sharpe Ratio – 3 Years
—
0.84
Worst Rolling Year
—
-7.95%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
−15.11%
−14.61%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
93.59%
Median Rolling Year
—
16.55%
5-Year Rolling Windows Positive
—
99.01%
Market-Cap Mix
L 2% · M 1% · S 94%
L 61% · M 15% · S 25%
Number of Stocks
49
—
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%
Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—