Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.26%
4.41%
6 Months
14.94%
0.07%
1 Year
8.00%
4.08%
3 Years
—
6.47%
5 Years
—
—
Since Inception
8.49%
11.08%
Fund Age
14 mo
6 yrs 6 mo
AUM
₹41.73 Cr
₹1.91 Cr
Alpha – 1 Year
5.02%
4.51%
Alpha – 3 Years
—
−2.09%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
27.44%
16.64%
Volatility – 3 Years
—
14.35%
Beta – 1 Year
1.39
0.98
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
0.20
-0.01
Sharpe Ratio – 3 Years
—
0.13
Worst Rolling Year
—
5.64%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
−15.11%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.94%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
L 90% · M 7%
Number of Stocks
49
50
Portfolio P/E
37.54
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
2.05% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –