Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
Quest Investment Managers – Flagship
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
6.42%
6 Months
10.24%
15.63%
1 Year
—
0.27%
3 Years
—
12.69%
5 Years
—
8.81%
Since Inception
20.46%
15.48%
Fund Age
7 mo
18 yrs 10 mo
AUM
₹13.3 Cr
₹406.27 Cr
Alpha – 1 Year
—
−4.45%
Alpha – 3 Years
—
0.61%
Information Ratio – 3 Years
—
0.21
Volatility – 1 Year
—
22.89%
Volatility – 3 Years
—
19.09%
Beta – 1 Year
—
1.13
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
-0.11
Sharpe Ratio – 3 Years
—
0.45
Worst Rolling Year
—
-10.83%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
—
−31.17%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
91.19%
Median Rolling Year
—
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 21% · M 22% · S 31%
L 28% · M 26% · S 45%
Number of Stocks
23
29
Portfolio P/E
68.31
38.78
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 · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%