Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs Dynamic Equities-Bluechip
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
Dynamic Equities-Bluechip
Return for the risk
1 yr return
15%
20%
25%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.10%
7.20%
6 Months
10.24%
17.44%
1 Year
—
18.10%
3 Years
—
—
5 Years
—
—
Since Inception
20.46%
21.12%
Fund Age
7 mo
2 yrs 5 mo
AUM
₹13.3 Cr
₹83.78 Cr
Alpha – 1 Year
—
18.45%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
19.94%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.87
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.66
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−12.14%
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%
—
Number of Stocks
23
24
Portfolio P/E
68.31
53.08
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%
—
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—