Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.26%
1.80%
6 Months
14.94%
2.80%
1 Year
8.00%
4.89%
3 Years
—
12.23%
5 Years
—
10.64%
Since Inception
8.49%
8.93%
Fund Age
14 mo
12 yrs
AUM
₹41.73 Cr
₹134.76 Cr
Alpha – 1 Year
5.02%
−1.08%
Alpha – 3 Years
—
1.34%
Information Ratio – 3 Years
—
0.07
Volatility – 1 Year
27.44%
10.79%
Volatility – 3 Years
—
9.62%
Beta – 1 Year
1.39
1.04
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
0.20
-0.01
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
0.05%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−15.11%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
—
99.79%
Median Rolling Year
—
10.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 50% · M 11% · S 8%
Number of Stocks
49
33
Portfolio P/E
37.54
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.05% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –