Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Prithvi Balanced Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Prithvi Balanced Portfolio
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.26%
6.38%
6 Months
14.94%
30.29%
1 Year
8.00%
21.45%
3 Years
—
18.94%
5 Years
—
—
Since Inception
8.49%
23.25%
Fund Age
14 mo
3 yrs 1 mo
AUM
₹41.73 Cr
₹185.04 Cr
Alpha – 1 Year
5.02%
16.73%
Alpha – 3 Years
—
6.85%
Information Ratio – 3 Years
—
0.59
Volatility – 1 Year
27.44%
29.11%
Volatility – 3 Years
—
25.42%
Beta – 1 Year
1.39
1.26
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
0.20
0.62
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
18.95%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−15.11%
−27.74%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.62%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
—
Number of Stocks
49
40
Portfolio P/E
37.54
39.98
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%
Amara Raja Energy & Mobility Ltd · 7.91%
Sterling & Wilson Renewable Energy Ltd · 7.66%
Websol Energy System Ltd · 5.67%
Tega Industries Ltd · 5.44%
Gujarat Mineral Development Corporation Ltd · 4.76%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%