Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Direct MF vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Direct MF
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
3.14%
9.86%
1 Year
14.41%
32.16%
3 Years
16.50%
19.13%
5 Years
—
12.16%
Since Inception
17.99%
16.12%
Fund Age
3 yrs 2 mo
5 yrs 10 mo
AUM
₹19.19 Cr
₹170.31 Cr
Alpha – 1 Year
14.84%
27.44%
Alpha – 3 Years
7.93%
7.04%
Information Ratio – 3 Years
1.26
0.58
Volatility – 1 Year
16.65%
17.07%
Volatility – 3 Years
14.41%
17.73%
Beta – 1 Year
0.95
0.65
Beta – 3 Years
0.95
0.86
Sharpe Ratio – 1 Year
0.57
1.42
Sharpe Ratio – 3 Years
0.78
0.79
Worst Rolling Year
16.17%
0.71%
Value at Worst Rolling Year
₹1.16 Cr
₹1.01 Cr
Deepest Drawdown
−18.49%
−30.82%
Recovery Period
257 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
17.49%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 52% · M 24% · S 17%
L 11% · M 1% · S 72%
Number of Stocks
48
18
Portfolio P/E
—
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 28.14%
Healthcare · 11.99%
Capital Goods · 10.43%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
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%