Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge TM Select Stocks vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
Unifi BCAD-2-BREAKOUT 20
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
3.01%
6 Months
10.24%
9.93%
1 Year
—
7.49%
3 Years
—
9.34%
5 Years
—
—
Since Inception
20.46%
11.87%
Fund Age
7 mo
4 yrs 7 mo
AUM
₹13.3 Cr
₹1,953.44 Cr
Alpha – 1 Year
—
2.77%
Alpha – 3 Years
—
−2.75%
Information Ratio – 3 Years
—
-0.26
Volatility – 1 Year
—
19.15%
Volatility – 3 Years
—
16.91%
Beta – 1 Year
—
1.06
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
—
0.19
Sharpe Ratio – 3 Years
—
0.30
Worst Rolling Year
—
8.22%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−20.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 21% · M 22% · S 31%
L 17% · M 8% · S 75%
Number of Stocks
23
—
Portfolio P/E
68.31
23.80
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%
Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—