Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.26%
3.26%
6 Months
14.94%
4.03%
1 Year
8.00%
0.70%
3 Years
—
10.01%
5 Years
—
8.40%
Since Inception
8.49%
14.84%
Fund Age
14 mo
7 yrs 10 mo
AUM
₹41.73 Cr
₹2,937.84 Cr
Alpha – 1 Year
5.02%
−2.28%
Alpha – 3 Years
—
−1.88%
Information Ratio – 3 Years
—
-0.37
Volatility – 1 Year
27.44%
17.90%
Volatility – 3 Years
—
14.65%
Beta – 1 Year
1.39
1.00
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.20
-0.18
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
7.25%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−15.11%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 58% · M 15% · S 26%
Number of Stocks
49
71
Portfolio P/E
37.54
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.05% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%