Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Quest Investment Managers – Flagship
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
6.42%
6 Months
14.94%
15.63%
1 Year
8.00%
0.27%
3 Years
—
12.69%
5 Years
—
8.81%
Since Inception
8.49%
15.48%
Fund Age
14 mo
18 yrs 10 mo
AUM
₹41.73 Cr
₹406.27 Cr
Alpha – 1 Year
5.02%
−4.45%
Alpha – 3 Years
—
0.61%
Information Ratio – 3 Years
—
0.21
Volatility – 1 Year
27.44%
22.89%
Volatility – 3 Years
—
19.09%
Beta – 1 Year
1.39
1.13
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
0.20
-0.11
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
-10.83%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
−15.11%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
91.19%
Median Rolling Year
—
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 28% · M 26% · S 45%
Number of Stocks
49
29
Portfolio P/E
37.54
38.78
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 · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.05% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%