Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Unifi Blended - Rangoli
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
3.17%
6 Months
14.94%
10.91%
1 Year
8.00%
10.45%
3 Years
—
10.60%
5 Years
—
10.74%
Since Inception
8.49%
18.07%
Fund Age
14 mo
9 yrs 2 mo
AUM
₹41.73 Cr
₹11,464.61 Cr
Alpha – 1 Year
5.02%
5.73%
Alpha – 3 Years
—
−1.49%
Information Ratio – 3 Years
—
-0.11
Volatility – 1 Year
27.44%
18.78%
Volatility – 3 Years
—
16.83%
Beta – 1 Year
1.39
1.04
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
0.20
0.34
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
4.89%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−15.11%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 24% · M 11% · S 66%
Number of Stocks
49
—
Portfolio P/E
37.54
21.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility 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%