Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.86%
2.85%
6 Months
3.14%
22.81%
1 Year
14.41%
15.74%
3 Years
16.50%
19.34%
5 Years
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Since Inception
17.99%
24.49%
Fund Age
3 yrs 2 mo
3 yrs 3 mo
AUM
₹19.19 Cr
₹446.96 Cr
Alpha – 1 Year
14.84%
11.02%
Alpha – 3 Years
7.93%
7.25%
Information Ratio – 3 Years
1.26
0.86
Volatility – 1 Year
16.65%
23.09%
Volatility – 3 Years
14.41%
17.79%
Beta – 1 Year
0.95
1.11
Beta – 3 Years
0.95
0.93
Sharpe Ratio – 1 Year
0.57
0.51
Sharpe Ratio – 3 Years
0.78
0.79
Worst Rolling Year
16.17%
19.32%
Value at Worst Rolling Year
₹1.16 Cr
₹1.19 Cr
Deepest Drawdown
−18.49%
−18.72%
Recovery Period
257 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
21.74%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 52% · M 24% · S 17%
L 19% · S 80%
Number of Stocks
48
30
Portfolio P/E
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—
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%
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Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
0.35% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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