Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs HDFC India Ascent Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
HDFC India Ascent Portfolio - DPMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
−1.07%
6 Months
4.18%
1.78%
1 Year
—
5.40%
3 Years
—
8.85%
5 Years
—
—
Since Inception
2.71%
10.06%
Fund Age
7 mo
3 yrs 2 mo
AUM
₹2.64 Cr
₹6 Cr
Alpha – 1 Year
—
0.68%
Alpha – 3 Years
—
−3.24%
Information Ratio – 3 Years
—
-0.36
Volatility – 1 Year
—
19.91%
Volatility – 3 Years
—
17.03%
Beta – 1 Year
—
1.12
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
0.09
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
8.77%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−18.84%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.14%
5-Year Rolling Windows Positive
—
—
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
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—