Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.26%
2.33%
6 Months
14.94%
5.53%
1 Year
8.00%
9.60%
3 Years
—
6.75%
5 Years
—
7.07%
Since Inception
8.49%
13.02%
Fund Age
14 mo
14 yrs 9 mo
AUM
₹41.73 Cr
₹179.27 Cr
Alpha – 1 Year
5.02%
9.95%
Alpha – 3 Years
—
−2.25%
Information Ratio – 3 Years
—
-0.39
Volatility – 1 Year
27.44%
17.14%
Volatility – 3 Years
—
14.92%
Beta – 1 Year
1.39
1.04
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.20
0.31
Sharpe Ratio – 3 Years
—
0.15
Worst Rolling Year
—
-6.19%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−15.11%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
95.53%
Median Rolling Year
—
12.72%
5-Year Rolling Windows Positive
—
99.15%
Market-Cap Mix
L 2% · M 1% · S 94%
L 69% · M 12% · S 15%
Number of Stocks
49
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.05% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—