Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
Composite India - Emerging Star Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
5.76%
6 Months
10.24%
25.00%
1 Year
—
17.14%
3 Years
—
16.20%
5 Years
—
15.34%
Since Inception
20.46%
19.60%
Fund Age
7 mo
7 yrs 3 mo
AUM
₹13.3 Cr
₹127.23 Cr
Alpha – 1 Year
—
12.42%
Alpha – 3 Years
—
4.43%
Information Ratio – 3 Years
—
0.38
Volatility – 1 Year
—
23.12%
Volatility – 3 Years
—
20.20%
Beta – 1 Year
—
1.18
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
0.56
Sharpe Ratio – 3 Years
—
0.61
Worst Rolling Year
—
13.55%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−26.74%
Recovery Period
—
143 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 21% · M 22% · S 31%
L 26% · M 19% · S 50%
Number of Stocks
23
101
Portfolio P/E
68.31
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%