Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Purnartha Pratham Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
5.49%
6 Months
14.94%
9.46%
1 Year
8.00%
17.52%
3 Years
—
14.28%
5 Years
—
9.02%
Since Inception
8.49%
12.49%
Fund Age
14 mo
5 yrs 11 mo
AUM
₹41.73 Cr
₹1,633.45 Cr
Alpha – 1 Year
5.02%
12.80%
Alpha – 3 Years
—
2.19%
Information Ratio – 3 Years
—
0.28
Volatility – 1 Year
27.44%
23.87%
Volatility – 3 Years
—
18.97%
Beta – 1 Year
1.39
1.12
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
0.20
0.57
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
7.21%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.11%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 14% · M 11% · S 40%
Number of Stocks
49
—
Portfolio P/E
37.54
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables 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%