Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Kotak Pioneer Model Strategy Aggressive
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.26%
1.96%
6 Months
14.94%
−0.83%
1 Year
8.00%
14.95%
3 Years
—
—
5 Years
—
—
Since Inception
8.49%
15.45%
Fund Age
14 mo
4 yrs 1 mo
AUM
₹41.73 Cr
₹67.74 Cr
Alpha – 1 Year
5.02%
8.24%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
27.44%
16.48%
Volatility – 3 Years
—
12.47%
Beta – 1 Year
1.39
1.58
Beta – 3 Years
—
1.45
Sharpe Ratio – 1 Year
0.20
0.60
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
13.91%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−15.11%
−14.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.42%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
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%
1% / – / –