Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Ayan- PriceBridge Samvruddhi
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Maxiom PMS - JEWEL Large-Mid Cap Quality-Growth Strategy Portfolio
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%
3.17%
6 Months
14.94%
6.78%
1 Year
8.00%
13.06%
3 Years
—
8.79%
5 Years
—
—
Since Inception
8.49%
8.64%
Fund Age
14 mo
3 yrs 2 mo
AUM
₹41.73 Cr
₹66.61 Cr
Alpha – 1 Year
5.02%
13.41%
Alpha – 3 Years
—
−0.20%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
27.44%
20.80%
Volatility – 3 Years
—
—
Beta – 1 Year
1.39
1.21
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.41
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.11%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
L 90% · M 10%
Number of Stocks
49
26
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%
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
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%