Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Karma Capital Lotus
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.86%
2.20%
6 Months
3.14%
9.70%
1 Year
14.41%
10.00%
3 Years
16.50%
17.10%
5 Years
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—
Since Inception
17.99%
23.10%
Fund Age
3 yrs 2 mo
3 yrs 6 mo
AUM
₹19.19 Cr
₹24.16 Cr
Alpha – 1 Year
14.84%
5.30%
Alpha – 3 Years
7.93%
5.00%
Information Ratio – 3 Years
1.26
0.96
Volatility – 1 Year
16.65%
16.88%
Volatility – 3 Years
14.41%
15.62%
Beta – 1 Year
0.95
0.95
Beta – 3 Years
0.95
0.93
Sharpe Ratio – 1 Year
0.57
0.34
Sharpe Ratio – 3 Years
0.78
0.81
Worst Rolling Year
16.17%
16.97%
Value at Worst Rolling Year
₹1.16 Cr
₹1.17 Cr
Deepest Drawdown
−18.49%
−19.30%
Recovery Period
257 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
19.82%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 52% · M 24% · S 17%
L 16% · M 17% · S 63%
Number of Stocks
48
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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%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
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Fixed Fee
0.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –