Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs BB Money Plant
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
BB Money Plant
Return for the risk
1 yr return
25%
30%
35%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.10%
−0.92%
6 Months
10.24%
16.35%
1 Year
—
29.45%
3 Years
—
—
5 Years
—
—
Since Inception
20.46%
33.72%
Fund Age
7 mo
16 mo
AUM
₹13.3 Cr
₹17.74 Cr
Alpha – 1 Year
—
26.47%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
19.66%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.78
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
1.14
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−14.20%
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 5% · M 2% · S 74%
Number of Stocks
23
30
Portfolio P/E
68.31
52.18
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%
Cash & Cash Equivalent · 11.00%
Sansera Engineering Ltd · 5.60%
Welspun Corp Ltd · 5.51%
Venus Remedies Ltd · 5.44%
Nippon India ETF Gold BeES · 4.90%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Capital Goods · 38.89%
Healthcare · 11.82%
Information Technology · 8.38%
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%