Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.26%
−0.92%
6 Months
14.94%
32.15%
1 Year
8.00%
16.77%
3 Years
—
19.00%
5 Years
—
20.10%
Since Inception
8.49%
27.01%
Fund Age
14 mo
6 yrs 10 mo
AUM
₹41.73 Cr
₹247.64 Cr
Alpha – 1 Year
5.02%
13.79%
Alpha – 3 Years
—
7.10%
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
27.44%
39.13%
Volatility – 3 Years
—
29.47%
Beta – 1 Year
1.39
1.87
Beta – 3 Years
—
1.36
Sharpe Ratio – 1 Year
0.20
0.42
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
15.03%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−15.11%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
S 80%
Number of Stocks
49
42
Portfolio P/E
37.54
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%