Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs MoneyGrow Asset--Bespoke
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
MoneyGrow Asset--Bespoke
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
4.54%
6 Months
14.94%
22.22%
1 Year
8.00%
18.30%
3 Years
—
15.67%
5 Years
—
—
Since Inception
8.49%
20.11%
Fund Age
14 mo
3 yrs 4 mo
AUM
₹41.73 Cr
₹135.39 Cr
Alpha – 1 Year
5.02%
11.45%
Alpha – 3 Years
—
4.63%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
27.44%
34.13%
Volatility – 3 Years
—
22.86%
Beta – 1 Year
1.39
2.68
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.49
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
12.96%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−15.11%
−27.31%
Recovery Period
Not yet recovered
77 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.16%
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
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%