Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs Helios - India Rising PMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
Helios - India Rising PMS
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
0.02%
6 Months
10.24%
5.63%
1 Year
—
4.60%
3 Years
—
14.51%
5 Years
—
12.90%
Since Inception
20.46%
19.56%
Fund Age
7 mo
6 yrs 4 mo
AUM
₹13.3 Cr
₹1,566.43 Cr
Alpha – 1 Year
—
1.62%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.58
Volatility – 1 Year
—
21.65%
Volatility – 3 Years
—
16.64%
Beta – 1 Year
—
1.18
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
—
0.06
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
12.32%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
—
−20.60%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.14%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 21% · M 22% · S 31%
L 41% · M 24% · S 29%
Number of Stocks
23
42
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%
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%