Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.26%
0.50%
6 Months
14.94%
2.02%
1 Year
8.00%
0.60%
3 Years
—
8.21%
5 Years
—
5.75%
Since Inception
8.49%
9.73%
Fund Age
14 mo
6 yrs
AUM
₹41.73 Cr
₹128.19 Cr
Alpha – 1 Year
5.02%
1.03%
Alpha – 3 Years
—
−0.36%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
27.44%
19.24%
Volatility – 3 Years
—
14.76%
Beta – 1 Year
1.39
1.13
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
0.20
-0.16
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
0.20%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−15.11%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
98.09%
Median Rolling Year
—
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%