Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Fort Capital - Value Fund
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Fort Capital - Value Fund
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
5.09%
6 Months
14.94%
20.56%
1 Year
8.00%
20.29%
3 Years
—
11.79%
5 Years
—
16.62%
Since Inception
8.49%
15.84%
Fund Age
14 mo
7 yrs 11 mo
AUM
₹41.73 Cr
₹12.5 Cr
Alpha – 1 Year
5.02%
15.57%
Alpha – 3 Years
—
−0.30%
Information Ratio – 3 Years
—
-0.02
Volatility – 1 Year
27.44%
23.44%
Volatility – 3 Years
—
21.14%
Beta – 1 Year
1.39
1.18
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.20
0.68
Sharpe Ratio – 3 Years
—
0.39
Worst Rolling Year
—
9.17%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−15.11%
−24.97%
Recovery Period
Not yet recovered
470 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.65%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
S 93%
Number of Stocks
49
28
Portfolio P/E
37.54
21.42
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%
Capital Goods · 32.17%
Chemicals · 16.27%
Automobile and Auto Components · 16.12%
Fixed Fee
2.05% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%