Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
JM Financial - India Resurgent
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
4.15%
6 Months
14.94%
18.21%
1 Year
8.00%
19.11%
3 Years
—
23.58%
5 Years
—
18.40%
Since Inception
8.49%
13.93%
Fund Age
14 mo
11 yrs 4 mo
AUM
₹41.73 Cr
₹13.37 Cr
Alpha – 1 Year
5.02%
16.13%
Alpha – 3 Years
—
11.69%
Information Ratio – 3 Years
—
1.24
Volatility – 1 Year
27.44%
18.18%
Volatility – 3 Years
—
17.99%
Beta – 1 Year
1.39
0.94
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.20
0.75
Sharpe Ratio – 3 Years
—
0.97
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.11%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
L 27% · M 15% · S 55%
Number of Stocks
49
32
Portfolio P/E
37.54
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.05% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%