Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Crescendo vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Crescendo
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.44%
2.20%
6 Months
4.18%
6.00%
1 Year
—
4.90%
3 Years
—
18.50%
5 Years
—
—
Since Inception
2.71%
16.60%
Fund Age
7 mo
3 yrs
AUM
₹2.64 Cr
₹209.72 Cr
Alpha – 1 Year
—
0.20%
Alpha – 3 Years
—
6.40%
Information Ratio – 3 Years
—
1.16
Volatility – 1 Year
—
19.79%
Volatility – 3 Years
—
17.07%
Beta – 1 Year
—
1.06
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
0.07
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
18.52%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−19.68%
Recovery Period
—
230 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.77%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 51% · M 44% · S 1%
L 67% · M 33%
Number of Stocks
24
24
Portfolio P/E
41.79
40.00
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%
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 28.65%
Capital Goods · 22.89%
Metals & Mining · 14.53%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
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%