Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
3.10%
6 Months
10.24%
2.75%
1 Year
—
19.54%
3 Years
—
16.88%
5 Years
—
17.69%
Since Inception
20.46%
15.84%
Fund Age
7 mo
8 yrs
AUM
₹13.3 Cr
₹335.72 Cr
Alpha – 1 Year
—
19.89%
Alpha – 3 Years
—
7.88%
Information Ratio – 3 Years
—
0.91
Volatility – 1 Year
—
22.09%
Volatility – 3 Years
—
17.60%
Beta – 1 Year
—
1.28
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
—
0.68
Sharpe Ratio – 3 Years
—
0.74
Worst Rolling Year
—
9.01%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−17.25%
Recovery Period
—
97 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 21% · M 22% · S 31%
L 57% · M 6% · S 37%
Number of Stocks
23
192
Portfolio P/E
68.31
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%