Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Ayan-PriceBridge Direct MF
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
3.14%
−1.13%
1 Year
14.41%
6.59%
3 Years
16.50%
20.44%
5 Years
—
16.17%
Since Inception
17.99%
13.07%
Fund Age
3 yrs 2 mo
15 yrs 3 mo
AUM
₹19.19 Cr
—
Alpha – 1 Year
14.84%
6.87%
Alpha – 3 Years
7.93%
9.23%
Information Ratio – 3 Years
1.26
1.61
Volatility – 1 Year
16.65%
20.58%
Volatility – 3 Years
14.41%
16.59%
Beta – 1 Year
0.95
1.21
Beta – 3 Years
0.95
1.13
Sharpe Ratio – 1 Year
0.57
0.15
Sharpe Ratio – 3 Years
0.78
0.90
Worst Rolling Year
16.17%
13.98%
Value at Worst Rolling Year
₹1.16 Cr
₹1.14 Cr
Deepest Drawdown
−18.49%
−16.19%
Recovery Period
257 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 52% · M 24% · S 17%
L 73% · M 20% · S 7%
Number of Stocks
48
23
Portfolio P/E
—
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
0.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%