Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
−0.19%
6 Months
14.94%
11.46%
1 Year
8.00%
8.21%
3 Years
—
12.09%
5 Years
—
11.81%
Since Inception
8.49%
13.34%
Fund Age
14 mo
5 yrs 3 mo
AUM
₹41.73 Cr
₹34.29 Cr
Alpha – 1 Year
5.02%
5.23%
Alpha – 3 Years
—
0.21%
Information Ratio – 3 Years
—
0.17
Volatility – 1 Year
27.44%
24.84%
Volatility – 3 Years
—
21.42%
Beta – 1 Year
1.39
1.25
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.20
0.21
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
7.11%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.11%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 5% · M 7% · S 69%
Number of Stocks
49
37
Portfolio P/E
37.54
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.05% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%