Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.86%
0.36%
6 Months
3.14%
5.01%
1 Year
14.41%
−5.33%
3 Years
16.50%
1.25%
5 Years
—
−1.56%
Since Inception
17.99%
10.94%
Fund Age
3 yrs 2 mo
6 yrs 11 mo
AUM
₹19.19 Cr
₹122.91 Cr
Alpha – 1 Year
14.84%
−8.31%
Alpha – 3 Years
7.93%
−10.64%
Information Ratio – 3 Years
1.26
-0.98
Volatility – 1 Year
16.65%
16.35%
Volatility – 3 Years
14.41%
16.88%
Beta – 1 Year
0.95
0.87
Beta – 3 Years
0.95
0.86
Sharpe Ratio – 1 Year
0.57
-0.59
Sharpe Ratio – 3 Years
0.78
-0.17
Worst Rolling Year
16.17%
-5.79%
Value at Worst Rolling Year
₹1.16 Cr
₹0.94 Cr
Deepest Drawdown
−18.49%
−20.60%
Recovery Period
257 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
17.49%
1.42%
5-Year Rolling Windows Positive
—
83.33%
Market-Cap Mix
L 52% · M 24% · S 17%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
—
Fixed Fee
0.35% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%