Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs Citrus -Index plus Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
Citrus -Index plus Fund
1 Month
0.44%
0.83%
6 Months
4.18%
1.03%
1 Year
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5.08%
3 Years
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5 Years
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Since Inception
2.71%
2.08%
Fund Age
7 mo
2 yrs 3 mo
AUM
₹2.64 Cr
₹2.33 Cr
Alpha – 1 Year
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5.43%
Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
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Beta – 3 Years
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Sharpe Ratio – 1 Year
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Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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Recovery Period
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 51% · M 44% · S 1%
L 55% · M 24% · S 14%
Number of Stocks
24
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Portfolio P/E
41.79
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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%
Nippon India ETF Nifty 50 BeES · 35.21%
Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) · 16.07%
Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) · 10.40%
Nippon India ETF Nifty IT · 6.11%
ICICI Pru Nifty Healthcare ETF · 5.17%
Top Sectors
Financial Services · 28.65%
Capital Goods · 22.89%
Metals & Mining · 14.53%
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Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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