Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs BB Bluechip
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
BB Bluechip
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.86%
3.28%
6 Months
3.14%
16.54%
1 Year
14.41%
15.86%
3 Years
16.50%
—
5 Years
—
—
Since Inception
17.99%
29.22%
Fund Age
3 yrs 2 mo
17 mo
AUM
₹19.19 Cr
₹12.45 Cr
Alpha – 1 Year
14.84%
12.88%
Alpha – 3 Years
7.93%
—
Information Ratio – 3 Years
1.26
—
Volatility – 1 Year
16.65%
23.63%
Volatility – 3 Years
14.41%
—
Beta – 1 Year
0.95
1.27
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
0.57
0.50
Sharpe Ratio – 3 Years
0.78
—
Worst Rolling Year
16.17%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−18.49%
−13.85%
Recovery Period
257 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.49%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 52% · M 24% · S 17%
L 53% · M 1% · S 36%
Number of Stocks
48
16
Portfolio P/E
—
18.79
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%
Life Insurance Corporation of India · 16.80%
Indian Energy Exchange Ltd · 10.78%
Bajaj Holdings & Investment Ltd · 7.29%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 7.22%
Sun Pharmaceutical Industries Ltd · 7.21%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Fixed Fee
0.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%