Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
SVAN Velocity
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
3.40%
6 Months
14.94%
21.77%
1 Year
8.00%
16.05%
3 Years
—
23.24%
5 Years
—
—
Since Inception
8.49%
24.82%
Fund Age
14 mo
3 yrs 1 mo
AUM
₹41.73 Cr
₹415.03 Cr
Alpha – 1 Year
5.02%
11.33%
Alpha – 3 Years
—
11.15%
Information Ratio – 3 Years
—
0.72
Volatility – 1 Year
27.44%
25.50%
Volatility – 3 Years
—
24.35%
Beta – 1 Year
1.39
1.34
Beta – 3 Years
—
1.27
Sharpe Ratio – 1 Year
0.20
0.50
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
23.24%
Value at Worst Rolling Year
—
₹1.23 Cr
Deepest Drawdown
−15.11%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.73%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –