Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs Hem Securities - India Rising SME Stars
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
Hem Securities - India Rising SME Stars
Return for the risk
3 yrs return
10%
15%
20%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.10%
13.08%
6 Months
10.24%
39.75%
1 Year
—
15.14%
3 Years
—
13.51%
5 Years
—
—
Since Inception
20.46%
26.22%
Fund Age
7 mo
4 yrs 6 mo
AUM
₹13.3 Cr
₹81.24 Cr
Alpha – 1 Year
—
11.38%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
—
46.80%
Volatility – 3 Years
—
34.40%
Beta – 1 Year
—
2.21
Beta – 3 Years
—
1.57
Sharpe Ratio – 1 Year
—
0.38
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.66%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
—
−43.02%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.78%
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
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%