Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
Maxiom PMS - SPARK Small Cap Quality Growth Strategy
Return for the risk
1 yr return
0%
5%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.44%
3.70%
6 Months
4.18%
20.34%
1 Year
—
6.50%
3 Years
—
12.52%
5 Years
—
—
Since Inception
2.71%
14.18%
Fund Age
7 mo
3 yrs 2 mo
AUM
₹2.64 Cr
₹20.56 Cr
Alpha – 1 Year
—
6.85%
Alpha – 3 Years
—
3.53%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
26.04%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.29
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.05
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%
S 100%
Number of Stocks
24
26
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%
Bajaj Auto Ltd · 6.00%
Solar Industries India Ltd · 5.64%
Bharat Electronics Ltd · 5.46%
Cholamandalam Investment & Finance Company Ltd · 5.00%
Aditya Birla Capital Ltd · 4.90%
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%