Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
2.41%
6 Months
10.24%
2.04%
1 Year
—
13.04%
3 Years
—
15.74%
5 Years
—
14.15%
Since Inception
20.46%
15.13%
Fund Age
7 mo
14 yrs 1 mo
AUM
₹13.3 Cr
₹850.7 Cr
Alpha – 1 Year
—
13.39%
Alpha – 3 Years
—
6.74%
Information Ratio – 3 Years
—
1.02
Volatility – 1 Year
—
18.01%
Volatility – 3 Years
—
15.42%
Beta – 1 Year
—
1.04
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
—
0.48
Sharpe Ratio – 3 Years
—
0.76
Worst Rolling Year
—
-19.06%
Value at Worst Rolling Year
—
₹0.81 Cr
Deepest Drawdown
—
−15.54%
Recovery Period
—
227 days
1-Year Rolling Windows Positive
—
83.40%
Median Rolling Year
—
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
L 21% · M 22% · S 31%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%
2% / 1% / 0%