Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs SHREE SMART MARKET PLAN
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
SHREE SMART MARKET PLAN
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
1.81%
6 Months
14.94%
1.04%
1 Year
8.00%
0.26%
3 Years
—
5.24%
5 Years
—
—
Since Inception
8.49%
8.72%
Fund Age
14 mo
4 yrs 3 mo
AUM
₹41.73 Cr
₹53.49 Cr
Alpha – 1 Year
5.02%
0.69%
Alpha – 3 Years
—
−3.33%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
27.44%
17.93%
Volatility – 3 Years
—
23.60%
Beta – 1 Year
1.39
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.06
Sharpe Ratio – 3 Years
—
0.67
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.11%
−13.25%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
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
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—