Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
SMC Global - Growth
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
5.80%
6 Months
10.24%
20.03%
1 Year
—
17.27%
3 Years
—
12.81%
5 Years
—
11.98%
Since Inception
20.46%
14.70%
Fund Age
7 mo
6 yrs 10 mo
AUM
₹13.3 Cr
₹201.68 Cr
Alpha – 1 Year
—
12.55%
Alpha – 3 Years
—
0.73%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
—
22.73%
Volatility – 3 Years
—
20.11%
Beta – 1 Year
—
1.17
Beta – 3 Years
—
1.13
Sharpe Ratio – 1 Year
—
0.58
Sharpe Ratio – 3 Years
—
0.44
Worst Rolling Year
—
7.98%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−25.65%
Recovery Period
—
520 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 21% · M 22% · S 31%
L 38% · M 4% · S 49%
Number of Stocks
23
24
Portfolio P/E
68.31
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%