Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs Wallfort-Ameya Fund
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
Wallfort-Ameya Fund
Return for the risk
3 yrs return
20%
25%
30%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.26%
9.87%
6 Months
14.94%
46.37%
1 Year
8.00%
29.61%
3 Years
—
24.62%
5 Years
—
—
Since Inception
8.49%
39.89%
Fund Age
14 mo
20 mo
AUM
₹41.73 Cr
₹147.17 Cr
Alpha – 1 Year
5.02%
24.89%
Alpha – 3 Years
—
12.53%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
27.44%
25.97%
Volatility – 3 Years
—
29.84%
Beta – 1 Year
1.39
1.03
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.92
Sharpe Ratio – 3 Years
—
1.29
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−15.11%
−21.24%
Recovery Period
Not yet recovered
58 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
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%
Zaggle Prepaid Ocean Services Ltd · 13.46%
Entero Healthcare Solutions Ltd · 9.96%
Borosil Ltd · 9.07%
Triveni Engineering and Industries Ltd · 8.92%
Rategain Travel Technologies Ltd · 7.62%
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
10% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%