Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.10%
0.67%
6 Months
10.24%
1.38%
1 Year
—
7.78%
3 Years
—
12.37%
5 Years
—
10.07%
Since Inception
20.46%
13.18%
Fund Age
7 mo
6 yrs 8 mo
AUM
₹13.3 Cr
₹1.13 Cr
Alpha – 1 Year
—
8.13%
Alpha – 3 Years
—
3.37%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
—
17.12%
Volatility – 3 Years
—
14.65%
Beta – 1 Year
—
0.93
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
—
0.21
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
10.01%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
—
−15.65%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 21% · M 22% · S 31%
L 34% · M 14% · S 34%
Number of Stocks
23
43
Portfolio P/E
68.31
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%