Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs Ocean-Avendus Olivo Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
Ocean-Avendus Olivo Core Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
0.17%
6 Months
4.18%
−0.88%
1 Year
—
−2.91%
3 Years
—
9.00%
5 Years
—
9.07%
Since Inception
2.71%
14.52%
Fund Age
7 mo
6 yrs 2 mo
AUM
₹2.64 Cr
₹209.81 Cr
Alpha – 1 Year
—
−7.63%
Alpha – 3 Years
—
−3.09%
Information Ratio – 3 Years
—
-0.39
Volatility – 1 Year
—
14.71%
Volatility – 3 Years
—
15.04%
Beta – 1 Year
—
0.84
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
—
-0.49
Sharpe Ratio – 3 Years
—
0.35
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
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%