PMS · Equity · Flexi Cap
Ayan- PriceBridge Samvruddhi
Fund size₹42 Cr
IRRSince inception8.49%
1Y return8.00%
Fund age14 mo
Fund Managers
Dhruv Rawani
Co- Fund Manager, Ayan Analytics
Dhruv Rawani is a Chartered Accountant and member of the Institute of Chartered Accountant of India. He is also a law graduate from the Mumbai University and has also cleared the Certified Public Accountant (CPA) exam conducted by the AICPA, USA. He is a certified Financial Risk Manager (FRM) by GARP USA.
Managing AUM₹42 Cr
Mahesh Gowande
Fund Manager, Ayan Analytics
Mahesh Gowande has 19 years of experience in Time Cycle influence,Responsive Behavior Analysis of events & capital markets , Built proprietary Data Analytics softwares
Managing AUM₹412 Cr
Growth of₹Cr
Ayan PriceBridge Samvruddhi
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Ayan PriceBridge Samvruddhi | 9.89% | 8.00% | — | — | — | 8.49% |
| Nifty 500 | −1.07% | 2.98% | — | — | — | 6.09% |
| Excess over benchmark | 10.96% | 5.02% | — | — | — | 2.40% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
27.44%
Benchmark approx 15.92%
A standard deviation reflecting historical swings.
Sensitivity
1.39
Beta vs benchmark 1.00 · 39% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.20
Sharpe
Excess return gained per unit of volatility.
How far below its previous high it fell
Over the trailing 1Y window the scheme fell −15.11%, and recovered on 16 Apr 2026.
Max drawdowns
−15.11%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | – | – | −15.11% | – | 16 Apr 2026 | – |
| Benchmark | 31 Jul 2025 | 30 Mar 2026 | −14.69% | 242 days | – | – |
Scheme
Peak–
Trough–
Depth−15.11%
Fell over–
Recovered16 Apr 2026
Recovery took–
Benchmark
Peak31 Jul 2025
Trough30 Mar 2026
Depth−14.69%
Fell over242 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
49
P/E ratio
37.54
P/B ratio
4.05
Dividend yield
0.53%
Avg market cap
₹20,743 Cr
Median market cap
₹6,962 Cr
Asset class
Equity
Market cap
Large cap2.04%
Mid cap1.46%
Small cap93.99%
Cash & others2.51%
As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee2.05% / yr
Performance FeeNone
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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