Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.86%
0.40%
6 Months
3.14%
4.60%
1 Year
14.41%
−5.85%
3 Years
16.50%
5.64%
5 Years
—
—
Since Inception
17.99%
−0.46%
Fund Age
3 yrs 2 mo
4 yrs 7 mo
AUM
₹19.19 Cr
₹87.75 Cr
Alpha – 1 Year
14.84%
−8.83%
Alpha – 3 Years
7.93%
−6.25%
Information Ratio – 3 Years
1.26
-0.73
Volatility – 1 Year
16.65%
16.46%
Volatility – 3 Years
14.41%
15.18%
Beta – 1 Year
0.95
0.88
Beta – 3 Years
0.95
0.84
Sharpe Ratio – 1 Year
0.57
-0.62
Sharpe Ratio – 3 Years
0.78
0.08
Worst Rolling Year
16.17%
-2.49%
Value at Worst Rolling Year
₹1.16 Cr
₹0.98 Cr
Deepest Drawdown
−18.49%
−20.88%
Recovery Period
257 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
17.49%
5.97%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 52% · M 24% · S 17%
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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%
2% / 0% / 0%