Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
MOAT - Moderate Compounders
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%
2.75%
6 Months
3.14%
8.17%
1 Year
14.41%
3.28%
3 Years
16.50%
8.41%
5 Years
—
12.53%
Since Inception
17.99%
11.01%
Fund Age
3 yrs 2 mo
12 yrs 9 mo
AUM
₹19.19 Cr
₹16.57 Cr
Alpha – 1 Year
14.84%
−1.44%
Alpha – 3 Years
7.93%
−3.68%
Information Ratio – 3 Years
1.26
-0.32
Volatility – 1 Year
16.65%
20.74%
Volatility – 3 Years
14.41%
17.91%
Beta – 1 Year
0.95
1.13
Beta – 3 Years
0.95
1.09
Sharpe Ratio – 1 Year
0.57
0.00
Sharpe Ratio – 3 Years
0.78
0.32
Worst Rolling Year
16.17%
-16.89%
Value at Worst Rolling Year
₹1.16 Cr
₹0.83 Cr
Deepest Drawdown
−18.49%
−28.21%
Recovery Period
257 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
17.49%
13.43%
5-Year Rolling Windows Positive
—
88.30%
Market-Cap Mix
L 52% · M 24% · S 17%
—
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
—
Fixed Fee
0.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%