Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
InCred Capital - Multicap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
6.10%
6 Months
10.24%
8.11%
1 Year
—
−2.73%
3 Years
—
11.42%
5 Years
—
12.09%
Since Inception
20.46%
13.75%
Fund Age
7 mo
5 yrs 5 mo
AUM
₹13.3 Cr
₹205.48 Cr
Alpha – 1 Year
—
−5.71%
Alpha – 3 Years
—
−0.47%
Information Ratio – 3 Years
—
-0.07
Volatility – 1 Year
—
23.93%
Volatility – 3 Years
—
22.69%
Beta – 1 Year
—
1.24
Beta – 3 Years
—
1.17
Sharpe Ratio – 1 Year
—
-0.23
Sharpe Ratio – 3 Years
—
0.35
Worst Rolling Year
—
11.05%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−29.75%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 21% · M 22% · S 31%
L 28% · M 36% · S 34%
Number of Stocks
23
29
Portfolio P/E
68.31
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%