Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Ayan-PriceBridge Top 100 Equity
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Ayan-PriceBridge Top 100 Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
2.12%
6 Months
−2.30%
0.68%
1 Year
1.68%
2.50%
3 Years
13.91%
—
5 Years
—
—
Since Inception
14.05%
6.43%
Fund Age
3 yrs 10 mo
2 yrs 6 mo
AUM
₹53.78 Cr
₹15.34 Cr
Alpha – 1 Year
−3.04%
2.93%
Alpha – 3 Years
1.82%
—
Information Ratio – 3 Years
0.34
—
Volatility – 1 Year
15.80%
16.79%
Volatility – 3 Years
15.64%
—
Beta – 1 Year
0.86
1.03
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
-0.15
-0.10
Sharpe Ratio – 3 Years
0.71
—
Worst Rolling Year
15.78%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−18.40%
−14.37%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
20.35%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 78% · M 15% · S 0%
Number of Stocks
—
43
Portfolio P/E
—
21.71
Top 5 Holdings
—
Cash & Cash Equivalent · 6.34%
Trent Ltd · 2.91%
GAIL (India) Ltd · 2.91%
Bosch Ltd · 2.81%
Tata Consultancy Services Ltd · 2.72%
Top Sectors
—
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Fixed Fee
2.25% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%