Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Karma - Wealth Builder
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%
4.30%
6 Months
3.14%
9.50%
1 Year
14.41%
10.30%
3 Years
16.50%
13.40%
5 Years
—
13.85%
Since Inception
17.99%
12.90%
Fund Age
3 yrs 2 mo
19 yrs 8 mo
AUM
₹19.19 Cr
₹295.65 Cr
Alpha – 1 Year
14.84%
5.60%
Alpha – 3 Years
7.93%
1.30%
Information Ratio – 3 Years
1.26
0.46
Volatility – 1 Year
16.65%
20.18%
Volatility – 3 Years
14.41%
17.30%
Beta – 1 Year
0.95
1.09
Beta – 3 Years
0.95
1.05
Sharpe Ratio – 1 Year
0.57
0.32
Sharpe Ratio – 3 Years
0.78
0.49
Worst Rolling Year
16.17%
-20.52%
Value at Worst Rolling Year
₹1.16 Cr
₹0.79 Cr
Deepest Drawdown
−18.49%
−12.92%
Recovery Period
257 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
17.49%
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 52% · M 24% · S 17%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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%
1% / – / –