Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Estee Advisors - Long Alpha
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Estee Advisors - Long Alpha
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
2.02%
6 Months
14.94%
3.65%
1 Year
8.00%
3.23%
3 Years
—
14.74%
5 Years
—
14.10%
Since Inception
8.49%
17.53%
Fund Age
14 mo
7 yrs 11 mo
AUM
₹41.73 Cr
₹54.28 Cr
Alpha – 1 Year
5.02%
−1.49%
Alpha – 3 Years
—
2.65%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
27.44%
16.98%
Volatility – 3 Years
—
19.62%
Beta – 1 Year
1.39
0.94
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.20
-0.05
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
16.92%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
−15.11%
−25.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
—
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%
—
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
2.40% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%