Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Motilal Oswal - Value Migration
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
0.78%
6 Months
14.94%
11.75%
1 Year
8.00%
−2.37%
3 Years
—
17.81%
5 Years
—
14.66%
Since Inception
8.49%
18.91%
Fund Age
14 mo
23 yrs 5 mo
AUM
₹41.73 Cr
₹3,220.2 Cr
Alpha – 1 Year
5.02%
−5.35%
Alpha – 3 Years
—
5.93%
Information Ratio – 3 Years
—
0.54
Volatility – 1 Year
27.44%
21.49%
Volatility – 3 Years
—
20.84%
Beta – 1 Year
1.39
1.07
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.20
-0.27
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
—
-7.44%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
−15.11%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
94.32%
Median Rolling Year
—
14.52%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
L 28% · M 48% · S 19%
Number of Stocks
49
27
Portfolio P/E
37.54
57.85
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%
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Fixed Fee
2.05% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%