Portfolio Management Services (PMS)Compare Schemes
Ayan- PriceBridge Samvruddhi vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan- PriceBridge Samvruddhi
White Whale - North Star Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.26%
1.86%
6 Months
14.94%
12.33%
1 Year
8.00%
4.88%
3 Years
—
11.50%
5 Years
—
8.05%
Since Inception
8.49%
12.28%
Fund Age
14 mo
5 yrs 9 mo
AUM
₹41.73 Cr
₹65.79 Cr
Alpha – 1 Year
5.02%
5.23%
Alpha – 3 Years
—
2.50%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
27.44%
22.05%
Volatility – 3 Years
—
16.19%
Beta – 1 Year
1.39
1.25
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
0.20
0.08
Sharpe Ratio – 3 Years
—
0.38
Worst Rolling Year
—
2.51%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
−15.11%
−22.63%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.42%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 2% · M 1% · S 94%
L 46% · M 9% · S 40%
Number of Stocks
49
16
Portfolio P/E
37.54
40.26
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%
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
Capital Goods · 36.47%
Oil, Gas & Consumable Fuels · 15.54%
Services · 10.43%
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
2.05% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%