Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
2.85%
6 Months
14.94%
22.81%
1 Year
8.00%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
8.49%
24.49%
Fund Age
14 mo
3 yrs 3 mo
AUM
₹41.73 Cr
₹446.96 Cr
Alpha – 1 Year
5.02%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
27.44%
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
1.39
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.20
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−15.11%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
L 19% · S 80%
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%
—
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.05% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—