Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.86%
1.32%
6 Months
3.14%
3.83%
1 Year
14.41%
9.77%
3 Years
16.50%
13.19%
5 Years
—
12.01%
Since Inception
17.99%
14.38%
Fund Age
3 yrs 2 mo
6 yrs 8 mo
AUM
₹19.19 Cr
₹42.66 Cr
Alpha – 1 Year
14.84%
3.80%
Alpha – 3 Years
7.93%
2.30%
Information Ratio – 3 Years
1.26
0.23
Volatility – 1 Year
16.65%
15.84%
Volatility – 3 Years
14.41%
12.64%
Beta – 1 Year
0.95
1.56
Beta – 3 Years
0.95
1.48
Sharpe Ratio – 1 Year
0.57
0.32
Sharpe Ratio – 3 Years
0.78
0.70
Worst Rolling Year
16.17%
9.09%
Value at Worst Rolling Year
₹1.16 Cr
₹1.09 Cr
Deepest Drawdown
−18.49%
−15.18%
Recovery Period
257 days
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
15.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 52% · M 24% · S 17%
L 37% · M 21% · S 27%
Number of Stocks
48
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
0.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%