Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Maximal Income Fund
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Maximal Income Fund
Return for the risk
3 yrs return
15%
20%
25%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.26%
1.24%
6 Months
14.94%
7.09%
1 Year
8.00%
17.57%
3 Years
—
20.39%
5 Years
—
—
Since Inception
8.49%
19.75%
Fund Age
14 mo
4 yrs 2 mo
AUM
₹41.73 Cr
₹49.8 Cr
Alpha – 1 Year
5.02%
16.32%
Alpha – 3 Years
—
14.92%
Information Ratio – 3 Years
—
1.66
Volatility – 1 Year
27.44%
7.36%
Volatility – 3 Years
—
8.69%
Beta – 1 Year
1.39
1.50
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
0.20
1.55
Sharpe Ratio – 3 Years
—
1.63
Worst Rolling Year
—
18.51%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−15.11%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.68%
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%
—
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 15%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%