Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs Omni Strategic Defence
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
Omni Strategic Defence
1 Month
0.44%
−1.11%
6 Months
4.18%
2.28%
1 Year
—
—
3 Years
—
—
5 Years
—
—
Since Inception
2.71%
−1.18%
Fund Age
7 mo
8 mo
AUM
₹2.64 Cr
₹0.5 Cr
Alpha – 1 Year
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—
Alpha – 3 Years
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—
Information Ratio – 3 Years
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—
Volatility – 1 Year
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Volatility – 3 Years
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—
Beta – 1 Year
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Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
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—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
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Value at Worst Rolling Year
—
—
Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 51% · M 44% · S 1%
L 38% · M 18% · S 42%
Number of Stocks
24
17
Portfolio P/E
41.79
21.62
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%
Bharat Heavy Electricals Ltd · 10.00%
NHPC Ltd · 10.00%
Gateway Distriparks Ltd · 10.00%
Larsen & Toubro Ltd · 10.00%
State Bank of India · 10.00%
Top Sectors
Financial Services · 28.65%
Capital Goods · 22.89%
Metals & Mining · 14.53%
Capital Goods · 38.00%
Services · 16.00%
Information Technology · 12.00%
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%