Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
QED Capital - Core Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
0.44%
2.59%
6 Months
4.18%
−7.48%
1 Year
—
2.63%
3 Years
—
—
5 Years
—
—
Since Inception
2.71%
2.29%
Fund Age
7 mo
16 mo
AUM
₹2.64 Cr
₹10.89 Cr
Alpha – 1 Year
—
−2.09%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
13.82%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.65
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−13.29%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 51% · M 44% · S 1%
L 47% · M 38%
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%
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
Financial Services · 28.65%
Capital Goods · 22.89%
Metals & Mining · 14.53%
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%