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Ayan-PriceBridge Crescendo vs Pace - Secure

Ayan-PriceBridge Crescendo

Pace - Secure

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Growth of ₹1 Crore

Ayan-PriceBridge Crescendo

Pace - Secure

Return for the risk

3 yrs return

10%

15%

Pace - Secure

10.6% • vol 3.4%

10%

Volatility • 3 yrs deviation

1 Month

0.44%

−0.11%

6 Months

4.18%

2.89%

1 Year

—

7.86%

3 Years

—

10.62%

5 Years

—

10.19%

Since Inception

2.71%

9.46%

Fund Age

7 mo

5 yrs 7 mo

AUM

₹2.64 Cr

₹158.06 Cr

Alpha – 1 Year

—

−1.70%

Alpha – 3 Years

—

0.86%

Information Ratio – 3 Years

—

0.37

Volatility – 1 Year

—

1.80%

Volatility – 3 Years

—

3.43%

Beta – 1 Year

—

0.81

Beta – 3 Years

—

0.63

Sharpe Ratio – 1 Year

—

1.30

Sharpe Ratio – 3 Years

—

1.53

Worst Rolling Year

—

8.14%

Value at Worst Rolling Year

—

₹1.08 Cr

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

11.61%

5-Year Rolling Windows Positive

—

100.00%

Market-Cap Mix

L 51% · M 44% · S 1%

—

Number of Stocks

—

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

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

2% / 0% / 0%

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