Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs ICICI Prudential - Large Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
ICICI Prudential - Large Cap Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
2.16%
6 Months
14.94%
3.15%
1 Year
8.00%
11.06%
3 Years
—
18.79%
5 Years
—
15.00%
Since Inception
8.49%
16.01%
Fund Age
14 mo
17 yrs 5 mo
AUM
₹41.73 Cr
₹905.13 Cr
Alpha – 1 Year
5.02%
11.41%
Alpha – 3 Years
—
9.79%
Information Ratio – 3 Years
—
1.56
Volatility – 1 Year
27.44%
18.35%
Volatility – 3 Years
—
16.43%
Beta – 1 Year
1.39
1.10
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
0.20
0.38
Sharpe Ratio – 3 Years
—
0.82
Worst Rolling Year
—
-6.60%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
−15.11%
−20.17%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
—
98.49%
Median Rolling Year
—
16.07%
5-Year Rolling Windows Positive
—
99.33%
Market-Cap Mix
L 2% · M 1% · S 94%
L 91% · M 6% · S 0%
Number of Stocks
49
28
Portfolio P/E
37.54
29.62
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%
Samvardhana Motherson International Ltd · 7.11%
Bharti Airtel Ltd · 6.31%
Larsen & Toubro Ltd · 5.58%
State Bank of India · 5.02%
ICICI Bank Ltd · 5.00%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%