Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Tamohara - TRUFFLE
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%
8.72%
6 Months
3.14%
28.59%
1 Year
14.41%
28.02%
3 Years
16.50%
18.67%
5 Years
—
17.18%
Since Inception
17.99%
20.03%
Fund Age
3 yrs 2 mo
5 yrs 4 mo
AUM
₹19.19 Cr
₹221.27 Cr
Alpha – 1 Year
14.84%
28.37%
Alpha – 3 Years
7.93%
9.68%
Information Ratio – 3 Years
1.26
0.87
Volatility – 1 Year
16.65%
22.32%
Volatility – 3 Years
14.41%
17.88%
Beta – 1 Year
0.95
1.03
Beta – 3 Years
0.95
0.95
Sharpe Ratio – 1 Year
0.57
0.99
Sharpe Ratio – 3 Years
0.78
0.81
Worst Rolling Year
16.17%
13.69%
Value at Worst Rolling Year
₹1.16 Cr
₹1.14 Cr
Deepest Drawdown
−18.49%
−20.50%
Recovery Period
257 days
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.49%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 52% · M 24% · S 17%
L 19% · M 4% · S 74%
Number of Stocks
48
29
Portfolio P/E
—
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
0.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –