Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Ayan-PriceBridge Direct MF
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
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
0.27%
1.86%
6 Months
−2.30%
3.14%
1 Year
1.68%
14.41%
3 Years
13.91%
16.50%
5 Years
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—
Since Inception
14.05%
17.99%
Fund Age
3 yrs 10 mo
3 yrs 2 mo
AUM
₹53.78 Cr
₹19.19 Cr
Alpha – 1 Year
−3.04%
14.84%
Alpha – 3 Years
1.82%
7.93%
Information Ratio – 3 Years
0.34
1.26
Volatility – 1 Year
15.80%
16.65%
Volatility – 3 Years
15.64%
14.41%
Beta – 1 Year
0.86
0.95
Beta – 3 Years
0.97
0.95
Sharpe Ratio – 1 Year
-0.15
0.57
Sharpe Ratio – 3 Years
0.71
0.78
Worst Rolling Year
15.78%
16.17%
Value at Worst Rolling Year
₹1.16 Cr
₹1.16 Cr
Deepest Drawdown
−18.40%
−18.49%
Recovery Period
275 days
257 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
17.49%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 52% · M 24% · S 17%
Number of Stocks
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48
Portfolio P/E
—
—
Top 5 Holdings
—
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
2.25% / yr
0.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%