Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
−3.00%
6 Months
14.94%
11.07%
1 Year
8.00%
9.25%
3 Years
—
3.01%
5 Years
—
—
Since Inception
8.49%
10.50%
Fund Age
14 mo
4 yrs 2 mo
AUM
₹41.73 Cr
₹74.56 Cr
Alpha – 1 Year
5.02%
6.27%
Alpha – 3 Years
—
−8.88%
Information Ratio – 3 Years
—
-0.48
Volatility – 1 Year
27.44%
15.51%
Volatility – 3 Years
—
18.23%
Beta – 1 Year
1.39
0.71
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.20
0.29
Sharpe Ratio – 3 Years
—
-0.05
Worst Rolling Year
—
3.02%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−15.11%
−41.63%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.99%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
—
Number of Stocks
49
—
Portfolio P/E
37.54
—
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%
—
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%