Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs Omni Dynamic Allocator
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
Omni Dynamic Allocator
1 Month
0.44%
−1.08%
6 Months
4.18%
1.57%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
2.71%
−0.82%
Fund Age
7 mo
8 mo
AUM
₹2.64 Cr
₹0.53 Cr
Alpha – 1 Year
—
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
—
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
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Market-Cap Mix
L 51% · M 44% · S 1%
L 28% · M 13% · S 34%
Number of Stocks
24
39
Portfolio P/E
41.79
11.34
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%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 8.33%
LIC MF Nifty 8-13 yr G-Sec ETF · 8.33%
BHARAT Bond ETF - April 2033 · 8.33%
Jindal Stainless Ltd · 2.59%
Bank of Baroda · 2.59%
Top Sectors
Financial Services · 28.65%
Capital Goods · 22.89%
Metals & Mining · 14.53%
Financial Services · 43.41%
Government · 14.26%
Construction · 12.93%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%