Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs Citrus -Index plus Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
Citrus -Index plus Fund
1 Month
1.10%
0.83%
6 Months
10.24%
1.03%
1 Year
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5.08%
3 Years
—
—
5 Years
—
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Since Inception
20.46%
2.08%
Fund Age
7 mo
2 yrs 3 mo
AUM
₹13.3 Cr
₹2.33 Cr
Alpha – 1 Year
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5.43%
Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
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—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
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—
Sharpe Ratio – 1 Year
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Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 21% · M 22% · S 31%
L 55% · M 24% · S 14%
Number of Stocks
23
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Portfolio P/E
68.31
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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%
Nippon India ETF Nifty 50 BeES · 35.21%
Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) · 16.07%
Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) · 10.40%
Nippon India ETF Nifty IT · 6.11%
ICICI Pru Nifty Healthcare ETF · 5.17%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
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Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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