Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Fractal Capital - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
5.48%
6 Months
14.94%
13.51%
1 Year
8.00%
1.35%
3 Years
—
13.26%
5 Years
—
—
Since Inception
8.49%
19.28%
Fund Age
14 mo
4 yrs 2 mo
AUM
₹41.73 Cr
₹36.17 Cr
Alpha – 1 Year
5.02%
−3.37%
Alpha – 3 Years
—
1.17%
Information Ratio – 3 Years
—
0.14
Volatility – 1 Year
27.44%
24.66%
Volatility – 3 Years
—
18.82%
Beta – 1 Year
1.39
1.31
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.20
-0.05
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
12.70%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.11%
−26.89%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.63%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
L 8% · M 16% · S 76%
Number of Stocks
49
24
Portfolio P/E
37.54
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%