Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.26%
13.08%
6 Months
14.94%
39.75%
1 Year
8.00%
15.14%
3 Years
—
13.51%
5 Years
—
—
Since Inception
8.49%
26.22%
Fund Age
14 mo
4 yrs 6 mo
AUM
₹41.73 Cr
₹81.24 Cr
Alpha – 1 Year
5.02%
11.38%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
27.44%
46.80%
Volatility – 3 Years
—
34.40%
Beta – 1 Year
1.39
2.21
Beta – 3 Years
—
1.57
Sharpe Ratio – 1 Year
0.20
0.38
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.66%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
−15.11%
−43.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
—
Number of Stocks
49
—
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%
—
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%