Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
1.43%
6 Months
10.24%
0.81%
1 Year
—
7.79%
3 Years
—
9.10%
5 Years
—
—
Since Inception
20.46%
17.42%
Fund Age
7 mo
8 yrs 11 mo
AUM
₹13.3 Cr
₹342.11 Cr
Alpha – 1 Year
—
3.07%
Alpha – 3 Years
—
−2.99%
Information Ratio – 3 Years
—
0.29
Volatility – 1 Year
—
17.73%
Volatility – 3 Years
—
15.85%
Beta – 1 Year
—
1.00
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
—
0.21
Sharpe Ratio – 3 Years
—
0.50
Worst Rolling Year
—
9.10%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−24.26%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
13.58%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 21% · M 22% · S 31%
L 40% · M 35% · S 22%
Number of Stocks
23
23
Portfolio P/E
68.31
21.69
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 · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
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%