Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.10%
0.50%
6 Months
10.24%
2.02%
1 Year
—
0.60%
3 Years
—
8.21%
5 Years
—
5.75%
Since Inception
20.46%
9.73%
Fund Age
7 mo
6 yrs
AUM
₹13.3 Cr
₹128.19 Cr
Alpha – 1 Year
—
1.03%
Alpha – 3 Years
—
−0.36%
Information Ratio – 3 Years
—
0.12
Volatility – 1 Year
—
19.24%
Volatility – 3 Years
—
14.76%
Beta – 1 Year
—
1.13
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
—
-0.16
Sharpe Ratio – 3 Years
—
0.24
Worst Rolling Year
—
0.20%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−18.72%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
98.09%
Median Rolling Year
—
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 21% · M 22% · S 31%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%