Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Buglerock - Growth Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Buglerock - Growth Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.86%
−0.07%
6 Months
3.14%
3.00%
1 Year
14.41%
7.37%
3 Years
16.50%
7.34%
5 Years
—
—
Since Inception
17.99%
8.94%
Fund Age
3 yrs 2 mo
3 yrs 9 mo
AUM
₹19.19 Cr
₹2.69 Cr
Alpha – 1 Year
14.84%
2.65%
Alpha – 3 Years
7.93%
−4.75%
Information Ratio – 3 Years
1.26
-0.75
Volatility – 1 Year
16.65%
19.15%
Volatility – 3 Years
14.41%
17.20%
Beta – 1 Year
0.95
1.07
Beta – 3 Years
0.95
1.05
Sharpe Ratio – 1 Year
0.57
0.19
Sharpe Ratio – 3 Years
0.78
0.19
Worst Rolling Year
16.17%
6.80%
Value at Worst Rolling Year
₹1.16 Cr
₹1.07 Cr
Deepest Drawdown
−18.49%
−26.30%
Recovery Period
257 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
9.65%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 52% · M 24% · S 17%
—
Number of Stocks
48
—
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%
Cash & Cash Equivalent · 8.00%
TVS Motor Company Ltd · 5.50%
Mahindra Holidays & Resorts India Ltd · 5.50%
Astral Ltd · 5.50%
Titan Company Ltd · 5.50%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
—
Fixed Fee
0.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%