Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Monarch Wealth Creator Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.26%
2.85%
6 Months
14.94%
12.32%
1 Year
8.00%
—
3 Years
—
—
5 Years
—
—
Since Inception
8.49%
13.81%
Fund Age
14 mo
8 mo
AUM
₹41.73 Cr
₹279.09 Cr
Alpha – 1 Year
5.02%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
27.44%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.39
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
—
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 35% · M 34% · S 23%
Number of Stocks
49
40
Portfolio P/E
37.54
19.53
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%
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
2.05% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0.5% / 0.5% / 0%