Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs BB Bluechip
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
BB Bluechip
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.10%
3.28%
6 Months
10.24%
16.54%
1 Year
—
15.86%
3 Years
—
—
5 Years
—
—
Since Inception
20.46%
29.22%
Fund Age
7 mo
17 mo
AUM
₹13.3 Cr
₹12.45 Cr
Alpha – 1 Year
—
12.88%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
23.63%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.27
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−13.85%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 21% · M 22% · S 31%
L 53% · M 1% · S 36%
Number of Stocks
23
16
Portfolio P/E
68.31
18.79
Top 5 Holdings
ICICI Pru Silver ETF · 11.67%
DSP Gold ETF · 8.38%
Cash & Cash Equivalent · 6.44%
Laurus Labs Ltd · 4.76%
Bajaj Finance Ltd · 4.59%
Life Insurance Corporation of India · 16.80%
Indian Energy Exchange Ltd · 10.78%
Bajaj Holdings & Investment Ltd · 7.29%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 7.22%
Sun Pharmaceutical Industries Ltd · 7.21%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%