Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Ksema - Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
1.08%
6 Months
14.94%
1.74%
1 Year
8.00%
10.49%
3 Years
—
12.80%
5 Years
—
12.91%
Since Inception
8.49%
15.37%
Fund Age
14 mo
7 yrs 7 mo
AUM
₹41.73 Cr
₹15.96 Cr
Alpha – 1 Year
5.02%
10.84%
Alpha – 3 Years
—
3.80%
Information Ratio – 3 Years
—
0.47
Volatility – 1 Year
27.44%
19.22%
Volatility – 3 Years
—
17.53%
Beta – 1 Year
1.39
1.18
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
0.20
0.34
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
12.46%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
−15.11%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.63%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 64% · M 15% · S 21%
Number of Stocks
49
38
Portfolio P/E
37.54
24.65
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 · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / 1%