Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
CREDENT AIM MULTI CAP STRATEGY
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%
1.48%
6 Months
3.14%
11.85%
1 Year
14.41%
11.16%
3 Years
16.50%
13.35%
5 Years
—
—
Since Inception
17.99%
21.99%
Fund Age
3 yrs 2 mo
3 yrs 5 mo
AUM
₹19.19 Cr
₹41.04 Cr
Alpha – 1 Year
14.84%
6.44%
Alpha – 3 Years
7.93%
1.26%
Information Ratio – 3 Years
1.26
0.11
Volatility – 1 Year
16.65%
21.97%
Volatility – 3 Years
14.41%
19.58%
Beta – 1 Year
0.95
1.20
Beta – 3 Years
0.95
1.06
Sharpe Ratio – 1 Year
0.57
0.35
Sharpe Ratio – 3 Years
0.78
0.47
Worst Rolling Year
16.17%
13.36%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−18.49%
−23.16%
Recovery Period
257 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
16.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 52% · M 24% · S 17%
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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%
NGL Fine Chem Ltd · 9.61%
Cartrade Tech Ltd · 7.90%
GPT Healthcare Ltd · 6.59%
Multi Commodity Exchange of India Ltd · 6.17%
SBI Cards & Payment Services Ltd · 5.39%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
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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%