Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs MoneyBee-QUEENBEE
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
MoneyBee-QUEENBEE
Return for the risk
1 yr return
-10%
-5%
0%
5%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.10%
1.65%
6 Months
10.24%
18.05%
1 Year
—
−2.50%
3 Years
—
11.39%
5 Years
—
20.90%
Since Inception
20.46%
19.45%
Fund Age
7 mo
19 yrs 2 mo
AUM
₹13.3 Cr
₹108.27 Cr
Alpha – 1 Year
—
−6.26%
Alpha – 3 Years
—
0.49%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
31.36%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.61
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.11
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 21% · M 22% · S 31%
—
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%
Deep Industries Ltd · 24.32%
K.P. Energy Ltd · 14.58%
Suyog Telematics Ltd · 6.69%
Tejas Networks Ltd · 6.15%
Kilburn Engineering Ltd · 5.22%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%