Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Sundaram Alternate - SELF
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%
7.67%
6 Months
3.14%
27.70%
1 Year
14.41%
47.52%
3 Years
16.50%
23.98%
5 Years
—
15.87%
Since Inception
17.99%
18.55%
Fund Age
3 yrs 2 mo
16 yrs 2 mo
AUM
₹19.19 Cr
₹1,022.92 Cr
Alpha – 1 Year
14.84%
42.80%
Alpha – 3 Years
7.93%
11.89%
Information Ratio – 3 Years
1.26
1.12
Volatility – 1 Year
16.65%
28.29%
Volatility – 3 Years
14.41%
20.76%
Beta – 1 Year
0.95
1.36
Beta – 3 Years
0.95
1.07
Sharpe Ratio – 1 Year
0.57
1.33
Sharpe Ratio – 3 Years
0.78
0.99
Worst Rolling Year
16.17%
-4.58%
Value at Worst Rolling Year
₹1.16 Cr
₹0.95 Cr
Deepest Drawdown
−18.49%
−19.51%
Recovery Period
257 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
17.49%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 52% · M 24% · S 17%
L 22% · M 32% · S 42%
Number of Stocks
48
26
Portfolio P/E
—
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
Fixed Fee
0.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%