Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
InCred Capital - Multicap PMS
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%
6.10%
6 Months
3.14%
8.11%
1 Year
14.41%
−2.73%
3 Years
16.50%
11.42%
5 Years
—
12.09%
Since Inception
17.99%
13.75%
Fund Age
3 yrs 2 mo
5 yrs 5 mo
AUM
₹19.19 Cr
₹205.48 Cr
Alpha – 1 Year
14.84%
−5.71%
Alpha – 3 Years
7.93%
−0.47%
Information Ratio – 3 Years
1.26
-0.07
Volatility – 1 Year
16.65%
23.93%
Volatility – 3 Years
14.41%
22.69%
Beta – 1 Year
0.95
1.24
Beta – 3 Years
0.95
1.17
Sharpe Ratio – 1 Year
0.57
-0.23
Sharpe Ratio – 3 Years
0.78
0.35
Worst Rolling Year
16.17%
11.05%
Value at Worst Rolling Year
₹1.16 Cr
₹1.11 Cr
Deepest Drawdown
−18.49%
−29.75%
Recovery Period
257 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 52% · M 24% · S 17%
L 28% · M 36% · S 34%
Number of Stocks
48
29
Portfolio P/E
—
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
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%