Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Shriram Future GEMS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.26%
2.93%
6 Months
14.94%
1.59%
1 Year
8.00%
25.48%
3 Years
—
—
5 Years
—
—
Since Inception
8.49%
30.29%
Fund Age
14 mo
18 mo
AUM
₹41.73 Cr
₹0.8 Cr
Alpha – 1 Year
5.02%
25.83%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
27.44%
16.88%
Volatility – 3 Years
—
—
Beta – 1 Year
1.39
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
1.13
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.11%
−15.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
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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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
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Fixed Fee
2.05% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—