Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Fyers Genesis Fund
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Fyers Genesis Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.26%
1.54%
6 Months
14.94%
6.09%
1 Year
8.00%
5.87%
3 Years
—
—
5 Years
—
—
Since Inception
8.49%
3.02%
Fund Age
14 mo
1 yr 11 mo
AUM
₹41.73 Cr
₹16.43 Cr
Alpha – 1 Year
5.02%
1.15%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
27.44%
19.36%
Volatility – 3 Years
—
—
Beta – 1 Year
1.39
1.09
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.11
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.11%
−18.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
M 20% · S 76%
Number of Stocks
49
24
Portfolio P/E
37.54
25.89
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%
Privi Speciality Chemicals Ltd · 8.72%
Carysil Ltd · 8.46%
Jindal Stainless Ltd · 8.46%
APL Apollo Tubes Ltd · 8.46%
K P R Mill Ltd · 8.45%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Fast Moving Consumer Goods · 13.15%
Financial Services · 6.90%
Information Technology · 6.11%
Fixed Fee
2.05% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%