Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Ksema - Multicap
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Ksema - Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
0.82%
6 Months
14.94%
2.65%
1 Year
8.00%
10.76%
3 Years
—
12.77%
5 Years
—
14.58%
Since Inception
8.49%
17.50%
Fund Age
14 mo
7 yrs 7 mo
AUM
₹41.73 Cr
₹83.87 Cr
Alpha – 1 Year
5.02%
11.11%
Alpha – 3 Years
—
3.77%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
27.44%
18.53%
Volatility – 3 Years
—
17.03%
Beta – 1 Year
1.39
1.11
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
0.20
0.36
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
12.58%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.11%
−20.55%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 54% · M 18% · S 28%
Number of Stocks
49
51
Portfolio P/E
37.54
23.77
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 · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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%