Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Motilal Oswal-Founders
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%
0.25%
6 Months
3.14%
15.19%
1 Year
14.41%
3.21%
3 Years
16.50%
19.65%
5 Years
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—
Since Inception
17.99%
25.09%
Fund Age
3 yrs 2 mo
3 yrs 5 mo
AUM
₹19.19 Cr
₹4,148.34 Cr
Alpha – 1 Year
14.84%
0.23%
Alpha – 3 Years
7.93%
7.77%
Information Ratio – 3 Years
1.26
0.62
Volatility – 1 Year
16.65%
21.54%
Volatility – 3 Years
14.41%
22.15%
Beta – 1 Year
0.95
1.06
Beta – 3 Years
0.95
1.15
Sharpe Ratio – 1 Year
0.57
-0.01
Sharpe Ratio – 3 Years
0.78
0.68
Worst Rolling Year
16.17%
19.49%
Value at Worst Rolling Year
₹1.16 Cr
₹1.19 Cr
Deepest Drawdown
−18.49%
−27.91%
Recovery Period
257 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
21.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 52% · M 24% · S 17%
L 26% · M 35% · S 37%
Number of Stocks
48
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%