Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
Motilal Oswal-Founders
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
0.25%
6 Months
10.24%
15.19%
1 Year
—
3.21%
3 Years
—
19.65%
5 Years
—
—
Since Inception
20.46%
25.09%
Fund Age
7 mo
3 yrs 5 mo
AUM
₹13.3 Cr
₹4,148.34 Cr
Alpha – 1 Year
—
0.23%
Alpha – 3 Years
—
7.77%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
—
21.54%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
—
1.06
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
—
-0.01
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
19.49%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−27.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 21% · M 22% · S 31%
L 26% · M 35% · S 37%
Number of Stocks
23
26
Portfolio P/E
68.31
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%