Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Purnartha One Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
Nifty 500 · 3%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.26%
−1.07%
6 Months
14.94%
4.90%
1 Year
8.00%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
8.49%
8.35%
Fund Age
14 mo
2 yrs 11 mo
AUM
₹41.73 Cr
₹5.79 Cr
Alpha – 1 Year
5.02%
1.34%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
27.44%
14.87%
Volatility – 3 Years
—
11.97%
Beta – 1 Year
1.39
1.50
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.25
Sharpe Ratio – 3 Years
—
0.34
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.11%
−10.35%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
L 23% · M 8% · S 15%
Number of Stocks
49
—
Portfolio P/E
37.54
20.01
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%
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
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
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%