Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Geojit - Ethical Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Geojit - Ethical Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
1.73%
6 Months
14.94%
9.02%
1 Year
8.00%
1.62%
3 Years
—
4.68%
5 Years
—
—
Since Inception
8.49%
5.77%
Fund Age
14 mo
4 yrs 7 mo
AUM
₹41.73 Cr
₹13.09 Cr
Alpha – 1 Year
5.02%
−3.10%
Alpha – 3 Years
—
−7.41%
Information Ratio – 3 Years
—
-1.02
Volatility – 1 Year
27.44%
18.69%
Volatility – 3 Years
—
17.05%
Beta – 1 Year
1.39
0.99
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.20
-0.11
Sharpe Ratio – 3 Years
—
0.01
Worst Rolling Year
—
2.83%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−15.11%
−28.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.57%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
L 33% · M 17% · S 45%
Number of Stocks
49
30
Portfolio P/E
37.54
—
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%
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Fixed Fee
2.05% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—