Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Centrum PMS - Micro
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.86%
5.99%
6 Months
3.14%
26.63%
1 Year
14.41%
16.86%
3 Years
16.50%
13.24%
5 Years
—
17.56%
Since Inception
17.99%
16.65%
Fund Age
3 yrs 2 mo
10 yrs 1 mo
AUM
₹19.19 Cr
₹11.38 Cr
Alpha – 1 Year
14.84%
12.14%
Alpha – 3 Years
7.93%
1.15%
Information Ratio – 3 Years
1.26
0.20
Volatility – 1 Year
16.65%
29.32%
Volatility – 3 Years
14.41%
24.13%
Beta – 1 Year
0.95
1.44
Beta – 3 Years
0.95
1.15
Sharpe Ratio – 1 Year
0.57
0.48
Sharpe Ratio – 3 Years
0.78
0.50
Worst Rolling Year
16.17%
-10.45%
Value at Worst Rolling Year
₹1.16 Cr
₹0.90 Cr
Deepest Drawdown
−18.49%
−32.02%
Recovery Period
257 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
17.49%
20.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 52% · M 24% · S 17%
M 1% · S 95%
Number of Stocks
48
28
Portfolio P/E
—
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
0.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%