Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Equirus Securities - Long Horizon Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
5.54%
6 Months
14.94%
29.52%
1 Year
8.00%
27.35%
3 Years
—
14.30%
5 Years
—
12.28%
Since Inception
8.49%
21.22%
Fund Age
14 mo
9 yrs 10 mo
AUM
₹41.73 Cr
₹374.43 Cr
Alpha – 1 Year
5.02%
22.63%
Alpha – 3 Years
—
2.21%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
27.44%
28.49%
Volatility – 3 Years
—
24.50%
Beta – 1 Year
1.39
1.39
Beta – 3 Years
—
1.24
Sharpe Ratio – 1 Year
0.20
0.80
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-3.89%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−15.11%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
—
98.76%
Median Rolling Year
—
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
M 4% · S 95%
Number of Stocks
49
29
Portfolio P/E
37.54
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
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%
2% / 1% / 0%