Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs JM Financial - The Opportunistic
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
JM Financial - The Opportunistic
Return for the risk
3 yrs return
20%
25%
30%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.26%
2.65%
6 Months
14.94%
21.60%
1 Year
8.00%
21.16%
3 Years
—
24.80%
5 Years
—
17.88%
Since Inception
8.49%
9.69%
Fund Age
14 mo
9 yrs 2 mo
AUM
₹41.73 Cr
₹10.09 Cr
Alpha – 1 Year
5.02%
18.18%
Alpha – 3 Years
—
12.91%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
27.44%
1.87%
Volatility – 3 Years
—
1.87%
Beta – 1 Year
1.39
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
16.58
Sharpe Ratio – 3 Years
—
16.58
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 33% · M 13% · S 49%
Number of Stocks
49
22
Portfolio P/E
37.54
38.25
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%
—
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
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%