Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
3.14%
7.38%
1 Year
14.41%
6.08%
3 Years
16.50%
8.22%
5 Years
—
7.99%
Since Inception
17.99%
12.63%
Fund Age
3 yrs 2 mo
9 yrs 9 mo
AUM
₹19.19 Cr
₹145.75 Cr
Alpha – 1 Year
14.84%
1.36%
Alpha – 3 Years
7.93%
−3.87%
Information Ratio – 3 Years
1.26
-0.60
Volatility – 1 Year
16.65%
20.08%
Volatility – 3 Years
14.41%
16.27%
Beta – 1 Year
0.95
1.12
Beta – 3 Years
0.95
1.00
Sharpe Ratio – 1 Year
0.57
0.13
Sharpe Ratio – 3 Years
0.78
0.24
Worst Rolling Year
16.17%
-1.76%
Value at Worst Rolling Year
₹1.16 Cr
₹0.98 Cr
Deepest Drawdown
−18.49%
−19.25%
Recovery Period
257 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
17.49%
13.10%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 52% · M 24% · S 17%
L 62% · M 20% · S 7%
Number of Stocks
48
25
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
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%