Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.86%
4.22%
6 Months
3.14%
14.78%
1 Year
14.41%
3.60%
3 Years
16.50%
26.42%
5 Years
—
15.65%
Since Inception
17.99%
19.18%
Fund Age
3 yrs 2 mo
5 yrs 5 mo
AUM
₹19.19 Cr
₹730.87 Cr
Alpha – 1 Year
14.84%
0.62%
Alpha – 3 Years
7.93%
14.53%
Information Ratio – 3 Years
1.26
0.84
Volatility – 1 Year
16.65%
21.03%
Volatility – 3 Years
14.41%
18.57%
Beta – 1 Year
0.95
0.98
Beta – 3 Years
0.95
0.72
Sharpe Ratio – 1 Year
0.57
0.01
Sharpe Ratio – 3 Years
0.78
1.08
Worst Rolling Year
16.17%
8.04%
Value at Worst Rolling Year
₹1.16 Cr
₹1.08 Cr
Deepest Drawdown
−18.49%
−22.15%
Recovery Period
257 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
26.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 52% · M 24% · S 17%
L 11% · M 7% · S 82%
Number of Stocks
48
17
Portfolio P/E
—
52.34
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%
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
0.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%