Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs Geojit - Dakshin Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
Geojit - Dakshin Portfolio
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
5.71%
6 Months
4.18%
14.23%
1 Year
—
3.21%
3 Years
—
5.69%
5 Years
—
7.11%
Since Inception
2.71%
10.49%
Fund Age
7 mo
7 yrs 5 mo
AUM
₹2.64 Cr
₹42.11 Cr
Alpha – 1 Year
—
−1.51%
Alpha – 3 Years
—
−6.40%
Information Ratio – 3 Years
—
-0.66
Volatility – 1 Year
—
23.23%
Volatility – 3 Years
—
20.09%
Beta – 1 Year
—
1.19
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
—
0.01
Sharpe Ratio – 3 Years
—
0.09
Worst Rolling Year
—
3.79%
Value at Worst Rolling Year
—
₹1.04 Cr
Deepest Drawdown
—
−36.06%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 51% · M 44% · S 1%
M 7% · S 91%
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%
Pricol Ltd · 4.74%
Sundram Fasteners Ltd · 4.48%
Tanla Platforms Ltd · 4.37%
Star Health & Allied Insurance Company Ltd · 4.34%
KFin Technologies Ltd · 4.26%
Top Sectors
Financial Services · 28.65%
Capital Goods · 22.89%
Metals & Mining · 14.53%
Information Technology · 18.94%
Healthcare · 15.45%
Capital Goods · 14.67%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—