Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs Ionic Allocate Portfolio - Equity
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
Ionic Allocate Portfolio - Equity
Return for the risk
1 yr return
5%
10%
15%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
0.44%
0.81%
6 Months
4.18%
3.41%
1 Year
—
8.90%
3 Years
—
—
5 Years
—
—
Since Inception
2.71%
10.39%
Fund Age
7 mo
16 mo
AUM
₹2.64 Cr
₹54.76 Cr
Alpha – 1 Year
—
9.33%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
14.74%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.82
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.28
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.47%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 51% · M 44% · S 1%
—
Number of Stocks
24
28
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%
Franklin U.S. Opportunities Equity Active Fund of Funds-Dir (G) · 12.76%
AXIS Greater China Equity Fund Of Fund - Dir (G) · 12.48%
WhiteOak Capital Flexi Cap Fund - Direct (G) · 8.43%
Parag Parikh Flexi Cap Fund - Direct (G) · 8.31%
UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 7.99%
Top Sectors
Financial Services · 28.65%
Capital Goods · 22.89%
Metals & Mining · 14.53%
—
Fixed Fee
2.00% / yr
1.30% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –