Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Equentis Concentrated Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Equentis Concentrated Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.26%
2.11%
6 Months
14.94%
6.51%
1 Year
8.00%
4.40%
3 Years
—
—
5 Years
—
—
Since Inception
8.49%
5.71%
Fund Age
14 mo
18 mo
AUM
₹41.73 Cr
₹24.25 Cr
Alpha – 1 Year
5.02%
4.75%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
27.44%
15.94%
Volatility – 3 Years
—
—
Beta – 1 Year
1.39
0.93
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.02
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.11%
−14.84%
Recovery Period
Not yet recovered
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 56% · M 22% · S 19%
Number of Stocks
49
59
Portfolio P/E
37.54
41.96
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%
Cash & Cash Equivalent · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Financial Services · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Fixed Fee
2.05% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%