Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs Estee Advisors - Long Alpha
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
Estee Advisors - Long Alpha
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
2.02%
6 Months
4.18%
3.65%
1 Year
—
3.23%
3 Years
—
14.74%
5 Years
—
14.10%
Since Inception
2.71%
17.53%
Fund Age
7 mo
7 yrs 11 mo
AUM
₹2.64 Cr
₹54.28 Cr
Alpha – 1 Year
—
−1.49%
Alpha – 3 Years
—
2.65%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
—
16.98%
Volatility – 3 Years
—
19.62%
Beta – 1 Year
—
0.94
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
—
-0.05
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
16.92%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−25.33%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.71%
5-Year Rolling Windows Positive
—
100.00%
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%
—
Fixed Fee
2.00% / yr
2.40% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%