Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.86%
4.17%
6 Months
3.14%
19.62%
1 Year
14.41%
12.19%
3 Years
16.50%
23.51%
5 Years
—
13.96%
Since Inception
17.99%
23.13%
Fund Age
3 yrs 2 mo
6 yrs 7 mo
AUM
₹19.19 Cr
₹2,332.81 Cr
Alpha – 1 Year
14.84%
9.21%
Alpha – 3 Years
7.93%
11.63%
Information Ratio – 3 Years
1.26
0.83
Volatility – 1 Year
16.65%
26.11%
Volatility – 3 Years
14.41%
21.82%
Beta – 1 Year
0.95
1.32
Beta – 3 Years
0.95
1.14
Sharpe Ratio – 1 Year
0.57
0.33
Sharpe Ratio – 3 Years
0.78
0.83
Worst Rolling Year
16.17%
12.50%
Value at Worst Rolling Year
₹1.16 Cr
₹1.13 Cr
Deepest Drawdown
−18.49%
−24.27%
Recovery Period
257 days
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
23.13%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 52% · M 24% · S 17%
L 14% · M 33% · S 52%
Number of Stocks
48
33
Portfolio P/E
—
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%