Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Karma Capital Magnolia
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Karma Capital Magnolia
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
0.10%
6 Months
14.94%
8.00%
1 Year
8.00%
6.50%
3 Years
—
11.40%
5 Years
—
—
Since Inception
8.49%
13.00%
Fund Age
14 mo
3 yrs 6 mo
AUM
₹41.73 Cr
₹9.42 Cr
Alpha – 1 Year
5.02%
1.80%
Alpha – 3 Years
—
−0.70%
Information Ratio – 3 Years
—
-0.20
Volatility – 1 Year
27.44%
21.60%
Volatility – 3 Years
—
16.09%
Beta – 1 Year
1.39
1.19
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.20
0.17
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
8.82%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−15.11%
−17.53%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.10%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
L 51% · M 15% · S 33%
Number of Stocks
49
—
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%
ICICI Bank Ltd · 5.80%
Bajaj Finance Ltd · 5.80%
Cholamandalam Investment & Finance Company Ltd · 5.10%
HDFC Bank Ltd · 4.90%
Piramal Finance Ltd · 4.60%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.1% / – / 0%