Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs Investvalue India Winners Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
Investvalue India Winners Portfolio
1 Month
0.44%
5.49%
6 Months
4.18%
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1 Year
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3 Years
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5 Years
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Since Inception
2.71%
17.31%
Fund Age
7 mo
5 mo
AUM
₹2.64 Cr
₹30.77 Cr
Alpha – 1 Year
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Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
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Beta – 3 Years
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Sharpe Ratio – 1 Year
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Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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Recovery Period
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 51% · M 44% · S 1%
L 20% · M 23% · S 49%
Number of Stocks
24
20
Portfolio P/E
41.79
53.40
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%
Cash & Cash Equivalent · 8.00%
CCL Products (India) Ltd · 6.00%
KEI Industries Ltd · 5.00%
ABB India Ltd · 5.00%
Bharat Forge Ltd · 5.00%
Top Sectors
Financial Services · 28.65%
Capital Goods · 22.89%
Metals & Mining · 14.53%
Capital Goods · 32.00%
Automobile and Auto Components · 17.00%
Healthcare · 12.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%