Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Incred-Small & MidCap 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%
4.27%
6 Months
3.14%
−8.15%
1 Year
14.41%
−5.39%
3 Years
16.50%
10.81%
5 Years
—
—
Since Inception
17.99%
11.07%
Fund Age
3 yrs 2 mo
5 yrs
AUM
₹19.19 Cr
₹121.08 Cr
Alpha – 1 Year
14.84%
−5.32%
Alpha – 3 Years
7.93%
−2.65%
Information Ratio – 3 Years
1.26
-0.15
Volatility – 1 Year
16.65%
24.51%
Volatility – 3 Years
14.41%
24.85%
Beta – 1 Year
0.95
1.17
Beta – 3 Years
0.95
1.18
Sharpe Ratio – 1 Year
0.57
-0.34
Sharpe Ratio – 3 Years
0.78
0.32
Worst Rolling Year
16.17%
9.88%
Value at Worst Rolling Year
₹1.16 Cr
₹1.10 Cr
Deepest Drawdown
−18.49%
−34.50%
Recovery Period
257 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 52% · M 24% · S 17%
M 20% · S 78%
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
—
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%