Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.26%
7.48%
6 Months
14.94%
9.42%
1 Year
8.00%
28.25%
3 Years
—
18.47%
5 Years
—
21.31%
Since Inception
8.49%
21.69%
Fund Age
14 mo
5 yrs
AUM
₹41.73 Cr
₹79.02 Cr
Alpha – 1 Year
5.02%
23.53%
Alpha – 3 Years
—
6.38%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
27.44%
18.12%
Volatility – 3 Years
—
27.25%
Beta – 1 Year
1.39
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
0.20
1.18
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
15.67%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−15.11%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 10% · M 9% · S 69%
Number of Stocks
49
34
Portfolio P/E
37.54
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%