Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Solidarity Advisors - Prudence
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%
8.45%
6 Months
3.14%
29.49%
1 Year
14.41%
37.09%
3 Years
16.50%
18.49%
5 Years
—
12.39%
Since Inception
17.99%
18.64%
Fund Age
3 yrs 2 mo
10 yrs 3 mo
AUM
₹19.19 Cr
₹1,760.35 Cr
Alpha – 1 Year
14.84%
32.37%
Alpha – 3 Years
7.93%
6.40%
Information Ratio – 3 Years
1.26
0.52
Volatility – 1 Year
16.65%
25.02%
Volatility – 3 Years
14.41%
18.27%
Beta – 1 Year
0.95
1.22
Beta – 3 Years
0.95
0.89
Sharpe Ratio – 1 Year
0.57
1.18
Sharpe Ratio – 3 Years
0.78
0.74
Worst Rolling Year
16.17%
-0.28%
Value at Worst Rolling Year
₹1.16 Cr
₹1.00 Cr
Deepest Drawdown
−18.49%
−13.15%
Recovery Period
257 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
17.49%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 52% · M 24% · S 17%
L 11% · S 71%
Number of Stocks
48
13
Portfolio P/E
—
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%