Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
True-Equity Factor Quant
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
1.09%
6 Months
14.94%
3.47%
1 Year
8.00%
−3.80%
3 Years
—
11.26%
5 Years
—
—
Since Inception
8.49%
13.40%
Fund Age
14 mo
3 yrs 11 mo
AUM
₹41.73 Cr
₹143.29 Cr
Alpha – 1 Year
5.02%
−6.78%
Alpha – 3 Years
—
−0.63%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
27.44%
15.14%
Volatility – 3 Years
—
16.91%
Beta – 1 Year
1.39
0.83
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.20
-0.54
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
11.18%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−15.11%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.01%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
—
Number of Stocks
49
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
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%
1% / 0% / 0%