Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs HDFC India Ascent Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
HDFC India Ascent Portfolio - DPMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
−1.07%
6 Months
10.24%
1.78%
1 Year
—
5.40%
3 Years
—
8.85%
5 Years
—
—
Since Inception
20.46%
10.06%
Fund Age
7 mo
3 yrs 2 mo
AUM
₹13.3 Cr
₹6 Cr
Alpha – 1 Year
—
0.68%
Alpha – 3 Years
—
−3.24%
Information Ratio – 3 Years
—
-0.36
Volatility – 1 Year
—
19.91%
Volatility – 3 Years
—
17.03%
Beta – 1 Year
—
1.12
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
0.09
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
8.77%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−18.84%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.14%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 21% · M 22% · S 31%
—
Number of Stocks
23
—
Portfolio P/E
68.31
—
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
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—