Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.44%
13.08%
6 Months
4.18%
39.75%
1 Year
—
15.14%
3 Years
—
13.51%
5 Years
—
—
Since Inception
2.71%
26.22%
Fund Age
7 mo
4 yrs 6 mo
AUM
₹2.64 Cr
₹81.24 Cr
Alpha – 1 Year
—
11.38%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
—
46.80%
Volatility – 3 Years
—
34.40%
Beta – 1 Year
—
2.21
Beta – 3 Years
—
1.57
Sharpe Ratio – 1 Year
—
0.38
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.66%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
—
−43.02%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.78%
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
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%