Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Badjate Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.86%
0.08%
6 Months
3.14%
9.62%
1 Year
14.41%
2.22%
3 Years
16.50%
18.64%
5 Years
—
16.68%
Since Inception
17.99%
18.59%
Fund Age
3 yrs 2 mo
5 yrs
AUM
₹19.19 Cr
₹159.01 Cr
Alpha – 1 Year
14.84%
−0.76%
Alpha – 3 Years
7.93%
6.74%
Information Ratio – 3 Years
1.26
0.40
Volatility – 1 Year
16.65%
25.41%
Volatility – 3 Years
14.41%
25.71%
Beta – 1 Year
0.95
1.32
Beta – 3 Years
0.95
1.31
Sharpe Ratio – 1 Year
0.57
-0.02
Sharpe Ratio – 3 Years
0.78
0.58
Worst Rolling Year
16.17%
17.76%
Value at Worst Rolling Year
₹1.16 Cr
₹1.18 Cr
Deepest Drawdown
−18.49%
−32.80%
Recovery Period
257 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
28.84%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 52% · M 24% · S 17%
L 7% · M 14% · S 74%
Number of Stocks
48
95
Portfolio P/E
—
—
Top 5 Holdings
DSP Nifty Next 50 Index Fund - Direct (G) · 11.21%
SBI PSU Fund - Direct (G) · 9.19%
ICICI Pru Nifty Bank Index Fund - Direct (G) · 7.02%
Tata Resources & Energy Fund - Direct (G) · 7.01%
DSP Nifty 50 Equal Weight Index Fund - Dir (G) · 6.44%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
0.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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