Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Invesco - Challengers
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%
1.41%
6 Months
3.14%
13.18%
1 Year
14.41%
2.91%
3 Years
16.50%
14.27%
5 Years
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Since Inception
17.99%
11.83%
Fund Age
3 yrs 2 mo
4 yrs 11 mo
AUM
₹19.19 Cr
₹31.01 Cr
Alpha – 1 Year
14.84%
−1.81%
Alpha – 3 Years
7.93%
2.18%
Information Ratio – 3 Years
1.26
0.24
Volatility – 1 Year
16.65%
18.67%
Volatility – 3 Years
14.41%
17.11%
Beta – 1 Year
0.95
0.97
Beta – 3 Years
0.95
0.95
Sharpe Ratio – 1 Year
0.57
-0.04
Sharpe Ratio – 3 Years
0.78
0.56
Worst Rolling Year
16.17%
12.64%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−18.49%
−24.73%
Recovery Period
257 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
17.60%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 52% · M 24% · S 17%
L 37% · M 30% · S 33%
Number of Stocks
48
26
Portfolio P/E
—
54.84
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 Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
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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