Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
THINQWISE INDIA LONG TERM FUND
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
−0.86%
6 Months
14.94%
8.56%
1 Year
8.00%
5.56%
3 Years
—
8.84%
5 Years
—
—
Since Inception
8.49%
10.12%
Fund Age
14 mo
3 yrs 2 mo
AUM
₹41.73 Cr
₹45.94 Cr
Alpha – 1 Year
5.02%
5.91%
Alpha – 3 Years
—
−0.16%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
27.44%
23.84%
Volatility – 3 Years
—
20.02%
Beta – 1 Year
1.39
1.25
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.20
0.12
Sharpe Ratio – 3 Years
—
0.26
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.11%
−26.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
—
Number of Stocks
49
14
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%