Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
IFM Alphaedge Growth Fund
Return for the risk
1 yr return
5%
10%
15%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.10%
1.32%
6 Months
10.24%
7.54%
1 Year
—
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
20.46%
2.83%
Fund Age
7 mo
14 mo
AUM
₹13.3 Cr
₹18.5 Cr
Alpha – 1 Year
—
3.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
18.53%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.23
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−14.67%
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 47% · M 18% · S 29%
Number of Stocks
23
15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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