Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Ayan-PriceBridge Direct MF
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
Ayan-PriceBridge Direct MF
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.46%
1.86%
6 Months
7.53%
3.14%
1 Year
10.69%
14.41%
3 Years
9.96%
16.50%
5 Years
10.97%
—
Since Inception
20.53%
17.99%
Fund Age
14 yrs 7 mo
3 yrs 2 mo
AUM
₹132.39 Cr
₹19.19 Cr
Alpha – 1 Year
5.97%
14.84%
Alpha – 3 Years
−2.13%
7.93%
Information Ratio – 3 Years
-0.28
1.26
Volatility – 1 Year
20.88%
16.65%
Volatility – 3 Years
19.08%
14.41%
Beta – 1 Year
1.15
0.95
Beta – 3 Years
1.12
0.95
Sharpe Ratio – 1 Year
0.34
0.57
Sharpe Ratio – 3 Years
0.32
0.78
Worst Rolling Year
-4.87%
16.17%
Value at Worst Rolling Year
₹0.95 Cr
₹1.16 Cr
Deepest Drawdown
−22.42%
−18.49%
Recovery Period
Not yet recovered
257 days
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
17.49%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 47% · M 22% · S 18%
L 52% · M 24% · S 17%
Number of Stocks
23
48
Portfolio P/E
60.38
—
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
Top Sectors
—
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Fixed Fee
2.50% / yr
0.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%