Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs First Global - Indian Multi Asset Allocation
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
First Global - Indian Multi Asset Allocation
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.26%
1.49%
6 Months
14.94%
−0.27%
1 Year
8.00%
7.71%
3 Years
—
8.88%
5 Years
—
8.76%
Since Inception
8.49%
13.52%
Fund Age
14 mo
6 yrs 6 mo
AUM
₹41.73 Cr
₹23.87 Cr
Alpha – 1 Year
5.02%
0.17%
Alpha – 3 Years
—
−2.38%
Information Ratio – 3 Years
—
-0.16
Volatility – 1 Year
27.44%
13.29%
Volatility – 3 Years
—
12.09%
Beta – 1 Year
1.39
1.31
Beta – 3 Years
—
1.39
Sharpe Ratio – 1 Year
0.20
0.23
Sharpe Ratio – 3 Years
—
0.33
Worst Rolling Year
—
8.03%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−15.11%
−16.96%
Recovery Period
Not yet recovered
334 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
—
Number of Stocks
49
66
Portfolio P/E
37.54
19.43
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%
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%