Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Fractal Capital - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Fractal Capital - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
4.42%
6 Months
14.94%
4.79%
1 Year
8.00%
−0.59%
3 Years
—
11.57%
5 Years
—
13.86%
Since Inception
8.49%
15.96%
Fund Age
14 mo
5 yrs 5 mo
AUM
₹41.73 Cr
₹45.81 Cr
Alpha – 1 Year
5.02%
−5.31%
Alpha – 3 Years
—
−0.52%
Information Ratio – 3 Years
—
-0.06
Volatility – 1 Year
27.44%
21.96%
Volatility – 3 Years
—
17.35%
Beta – 1 Year
1.39
1.19
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.20
-0.16
Sharpe Ratio – 3 Years
—
0.42
Worst Rolling Year
—
10.84%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−15.11%
−22.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
22.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 23% · M 4% · S 73%
Number of Stocks
49
16
Portfolio P/E
37.54
22.00
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%
Bharti Airtel Ltd · 0.00%
Greenply Industries Ltd · 0.00%
Windlas Biotech Ltd · 0.00%
Asian Paints Ltd · 0.00%
EPL 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%