Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.26%
0.30%
6 Months
14.94%
26.99%
1 Year
8.00%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
8.49%
35.84%
Fund Age
14 mo
4 yrs 3 mo
AUM
₹41.73 Cr
₹521.91 Cr
Alpha – 1 Year
5.02%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
27.44%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.39
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.20
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−15.11%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 2% · M 1% · S 94%
—
Number of Stocks
49
49
Portfolio P/E
37.54
21.17
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%
—
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
—
Fixed Fee
2.05% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—