Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
9.22%
6 Months
14.94%
9.86%
1 Year
8.00%
32.16%
3 Years
—
19.13%
5 Years
—
12.16%
Since Inception
8.49%
16.12%
Fund Age
14 mo
5 yrs 10 mo
AUM
₹41.73 Cr
₹170.31 Cr
Alpha – 1 Year
5.02%
27.44%
Alpha – 3 Years
—
7.04%
Information Ratio – 3 Years
—
0.58
Volatility – 1 Year
27.44%
17.07%
Volatility – 3 Years
—
17.73%
Beta – 1 Year
1.39
0.65
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.20
1.42
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−15.11%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
—
99.71%
Median Rolling Year
—
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 11% · M 1% · S 72%
Number of Stocks
49
18
Portfolio P/E
37.54
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.05% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%