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Accelt Long Term Equity Fund vs Ayan-PriceBridge Crescendo
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Accelt Long Term Equity Fund
Ayan-PriceBridge Crescendo
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Growth of
₹1 Crore
Accelt Long Term Equity Fund
Ayan-PriceBridge Crescendo
Since Inception
1Y
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 4.7%
Accelt Long Term Equity Fund
33.6% • vol 20.9%
10%
20%
30%
Volatility • 1 yr deviation
Overview
1 Month
11.32%
0.44%
6 Months
31.05%
4.18%
1 Year
33.64%
—
3 Years
—
—
5 Years
—
—
Since Inception
18.43%
2.71%
Fund Age
1 yr 11 mo
7 mo
AUM
₹12.55 Cr
₹2.64 Cr
Outerperformance
Alpha – 1 Year
28.92%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Risk Ratios
Volatility – 1 Year
20.86%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.25
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
—
L 51% · M 44% · S 1%
Number of Stocks
—
24
Portfolio P/E
—
41.79
Top 5 Holdings
—
Laurus Labs Ltd · 5.78%
Federal Bank Ltd · 5.27%
Radico Khaitan Ltd · 5.25%
Adani Energy Solutions Ltd · 5.03%
Bharat Heavy Electricals Ltd · 5.02%
Top Sectors
—
Financial Services · 28.65%
Capital Goods · 22.89%
Metals & Mining · 14.53%
Fees
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 12%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 0% / 0%
0% / 0% / 0%
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