Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Unifi BCAD
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Unifi BCAD
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
2.20%
6 Months
14.94%
6.88%
1 Year
8.00%
5.29%
3 Years
—
8.34%
5 Years
—
9.52%
Since Inception
8.49%
13.35%
Fund Age
14 mo
8 yrs 3 mo
AUM
₹41.73 Cr
₹237.35 Cr
Alpha – 1 Year
5.02%
0.57%
Alpha – 3 Years
—
−3.75%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
27.44%
19.09%
Volatility – 3 Years
—
16.74%
Beta – 1 Year
1.39
1.07
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
0.20
0.09
Sharpe Ratio – 3 Years
—
0.25
Worst Rolling Year
—
7.37%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.11%
−20.73%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
—
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%
Narayana Hrudayalaya Ltd
Bank of Baroda
Redington Ltd
ITC Ltd
HCL Technologies Ltd
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
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%