Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs Dalal & Broacha - Long Term Growth
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
Dalal & Broacha - Long Term Growth
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
0.61%
6 Months
4.18%
11.19%
1 Year
—
4.47%
3 Years
—
14.82%
5 Years
—
12.64%
Since Inception
2.71%
13.38%
Fund Age
7 mo
19 yrs
AUM
₹2.64 Cr
₹1,249 Cr
Alpha – 1 Year
—
4.82%
Alpha – 3 Years
—
5.82%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
—
21.24%
Volatility – 3 Years
—
17.51%
Beta – 1 Year
—
1.09
Beta – 3 Years
—
1.04
Sharpe Ratio – 1 Year
—
0.05
Sharpe Ratio – 3 Years
—
0.69
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 51% · M 44% · S 1%
L 40% · M 40% · S 15%
Number of Stocks
24
25
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%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%