Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs Equentis Multi-Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
Equentis Multi-Cap Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.10%
1.89%
6 Months
10.24%
6.49%
1 Year
—
7.74%
3 Years
—
—
5 Years
—
—
Since Inception
20.46%
3.50%
Fund Age
7 mo
18 mo
AUM
₹13.3 Cr
₹90.44 Cr
Alpha – 1 Year
—
8.09%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
16.04%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.21
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−13.86%
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%
L 40% · M 23% · S 27%
Number of Stocks
23
110
Portfolio P/E
68.31
36.94
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 · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Financial Services · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%