Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Incred Active Momentum Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.26%
2.70%
6 Months
14.94%
4.80%
1 Year
8.00%
0.40%
3 Years
—
—
5 Years
—
—
Since Inception
8.49%
2.40%
Fund Age
14 mo
17 mo
AUM
₹41.73 Cr
₹16.3 Cr
Alpha – 1 Year
5.02%
−2.60%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
27.44%
17.55%
Volatility – 3 Years
—
—
Beta – 1 Year
1.39
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
-0.19
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.11%
−14.81%
Recovery Period
Not yet recovered
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 61% · M 36%
Number of Stocks
49
25
Portfolio P/E
37.54
33.22
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%
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
2.05% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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