Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
IFM Alphaedge Growth Fund
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%
1.32%
6 Months
3.14%
7.54%
1 Year
14.41%
8.20%
3 Years
16.50%
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5 Years
—
—
Since Inception
17.99%
2.83%
Fund Age
3 yrs 2 mo
14 mo
AUM
₹19.19 Cr
₹18.5 Cr
Alpha – 1 Year
14.84%
3.48%
Alpha – 3 Years
7.93%
—
Information Ratio – 3 Years
1.26
—
Volatility – 1 Year
16.65%
18.53%
Volatility – 3 Years
14.41%
—
Beta – 1 Year
0.95
1.05
Beta – 3 Years
0.95
—
Sharpe Ratio – 1 Year
0.57
0.23
Sharpe Ratio – 3 Years
0.78
—
Worst Rolling Year
16.17%
—
Value at Worst Rolling Year
₹1.16 Cr
—
Deepest Drawdown
−18.49%
−14.67%
Recovery Period
257 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.49%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 52% · M 24% · S 17%
L 47% · M 18% · S 29%
Number of Stocks
48
15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
0.35% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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