Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs IDPL Wealthy Nivesh Multi-Asset PMS
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
IDPL Wealthy Nivesh Multi-Asset PMS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.26%
6.88%
6 Months
14.94%
—
1 Year
8.00%
—
3 Years
—
—
5 Years
—
—
Since Inception
8.49%
−0.16%
Fund Age
14 mo
5 mo
AUM
₹41.73 Cr
₹7.04 Cr
Alpha – 1 Year
5.02%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
27.44%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.39
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.11%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
L 38% · M 29% · S 25%
Number of Stocks
49
7
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%
Nippon India Large Cap Fund - Direct (G) · 20.00%
Kotak Multi Asset Allocation Fund - Direct (G) · 15.00%
ICICI Pru Business Cycle Fund - Direct (G) · 15.00%
WhiteOak Capital Mid Cap Fund - Direct (G) · 12.50%
Mirae Asset Midcap Fund - Direct (G) · 12.50%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Financial Services · 26.48%
Healthcare · 9.47%
Capital Goods · 8.73%
Fixed Fee
2.05% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –