Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
ValueQuest - Growth
Return for the risk
3 yrs return
10%
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
1.42%
6 Months
14.94%
31.94%
1 Year
8.00%
21.84%
3 Years
—
17.21%
5 Years
—
16.75%
Since Inception
8.49%
18.18%
Fund Age
14 mo
13 yrs 5 mo
AUM
₹41.73 Cr
₹2,035.08 Cr
Alpha – 1 Year
5.02%
18.86%
Alpha – 3 Years
—
5.32%
Information Ratio – 3 Years
—
0.50
Volatility – 1 Year
27.44%
24.29%
Volatility – 3 Years
—
19.24%
Beta – 1 Year
1.39
1.15
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
0.20
0.70
Sharpe Ratio – 3 Years
—
0.65
Worst Rolling Year
—
-15.08%
Value at Worst Rolling Year
—
₹0.85 Cr
Deepest Drawdown
−15.11%
−8.16%
Recovery Period
Not yet recovered
15 days
1-Year Rolling Windows Positive
—
82.66%
Median Rolling Year
—
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
L 2% · M 1% · S 94%
L 23% · M 1% · S 69%
Number of Stocks
49
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
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% / 1% / 1%