Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs Buglerock - Growth Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
Buglerock - Growth Opportunities Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
−0.07%
6 Months
10.24%
3.00%
1 Year
—
7.37%
3 Years
—
7.34%
5 Years
—
—
Since Inception
20.46%
8.94%
Fund Age
7 mo
3 yrs 9 mo
AUM
₹13.3 Cr
₹2.69 Cr
Alpha – 1 Year
—
2.65%
Alpha – 3 Years
—
−4.75%
Information Ratio – 3 Years
—
-0.75
Volatility – 1 Year
—
19.15%
Volatility – 3 Years
—
17.20%
Beta – 1 Year
—
1.07
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
0.19
Sharpe Ratio – 3 Years
—
0.19
Worst Rolling Year
—
6.80%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−26.30%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.65%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 21% · M 22% · S 31%
—
Number of Stocks
23
—
Portfolio P/E
68.31
—
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 · 8.00%
TVS Motor Company Ltd · 5.50%
Mahindra Holidays & Resorts India Ltd · 5.50%
Astral Ltd · 5.50%
Titan Company Ltd · 5.50%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%