Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
Maxiom PMS - EMERALD-Diversified Mutual Fund Portfolio
Return for the risk
1 yr return
5%
10%
15%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.44%
8.16%
6 Months
4.18%
1.17%
1 Year
—
9.99%
3 Years
—
10.14%
5 Years
—
—
Since Inception
2.71%
9.72%
Fund Age
7 mo
3 yrs 4 mo
AUM
₹2.64 Cr
₹6.87 Cr
Alpha – 1 Year
—
10.34%
Alpha – 3 Years
—
1.15%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
15.77%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.60
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
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
—
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
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%