Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Helios - India Rising PMS
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Helios - India Rising PMS
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
0.02%
6 Months
14.94%
5.63%
1 Year
8.00%
4.60%
3 Years
—
14.51%
5 Years
—
12.90%
Since Inception
8.49%
19.56%
Fund Age
14 mo
6 yrs 4 mo
AUM
₹41.73 Cr
₹1,566.43 Cr
Alpha – 1 Year
5.02%
1.62%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.58
Volatility – 1 Year
27.44%
21.65%
Volatility – 3 Years
—
16.64%
Beta – 1 Year
1.39
1.18
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.20
0.06
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
12.32%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−15.11%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.14%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 41% · M 24% · S 29%
Number of Stocks
49
42
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%
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%