Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
IFM Flexicap Growth Fund
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%
1.96%
6 Months
14.94%
11.95%
1 Year
8.00%
7.86%
3 Years
—
—
5 Years
—
—
Since Inception
8.49%
0.34%
Fund Age
14 mo
13 mo
AUM
₹41.73 Cr
₹18.23 Cr
Alpha – 1 Year
5.02%
3.14%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
27.44%
25.09%
Volatility – 3 Years
—
—
Beta – 1 Year
1.39
1.36
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.20
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.11%
−18.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 2% · M 1% · S 94%
L 48% · M 3% · S 35%
Number of Stocks
49
13
Portfolio P/E
37.54
14.34
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%
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
2.05% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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