Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
Motilal Oswal - India Growth Strategy
Return for the risk
1 yr return
10%
15%
20%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.10%
1.02%
6 Months
10.24%
20.43%
1 Year
—
14.98%
3 Years
—
—
5 Years
—
—
Since Inception
20.46%
20.69%
Fund Age
7 mo
2 yrs 8 mo
AUM
₹13.3 Cr
₹320.35 Cr
Alpha – 1 Year
—
12.00%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
24.24%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.26
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.46
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−12.04%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 21% · M 22% · S 31%
L 5% · M 36% · S 51%
Number of Stocks
23
29
Portfolio P/E
68.31
40.22
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 · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
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%