Portfolio Management Services (PMS)
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Ayan-PriceBridge TM Select Stocks vs Vansh Equity Master Approach

Ayan-PriceBridge TM Select Stocks
Vansh Equity Master Approach
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Growth of ₹1 Crore
Ayan-PriceBridge TM Select Stocks
Vansh Equity Master Approach
1 Month
1.10%
0.54%
6 Months
10.24%
7.18%
1 Year
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3 Years
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5 Years
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Since Inception
20.46%
7.18%
Fund Age
7 mo
6 mo
AUM
₹13.3 Cr
₹0.39 Cr
Alpha – 1 Year
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Alpha – 3 Years
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Information Ratio – 3 Years
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Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
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Beta – 3 Years
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Sharpe Ratio – 1 Year
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Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 21% · M 22% · S 31%
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Number of Stocks
23
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Portfolio P/E
68.31
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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%
ICICI Pru Technology Fund - Direct (G) · 10.97%
ICICI Pru Banking & Financial Services - Dir (G) · 10.46%
ICICI Pru FMCG Fund - Direct (G) · 9.51%
Aditya Birla SL Small Cap Fund - Direct (G) · 6.70%
LIC MF Manufacturing Fund - Direct (G) · 6.70%
Top Sectors
Others · 20.05%
Capital Goods · 19.61%
Financial Services · 14.59%
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Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%
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