Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs BADJATE GROWTH FUND
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
BADJATE GROWTH FUND
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -0.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.12%
2.52%
6 Months
0.68%
7.52%
1 Year
2.50%
10.06%
3 Years
—
—
5 Years
—
—
Since Inception
6.43%
8.30%
Fund Age
2 yrs 6 mo
14 mo
AUM
₹15.34 Cr
₹27.97 Cr
Alpha – 1 Year
2.93%
7.08%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.79%
20.30%
Volatility – 3 Years
—
—
Beta – 1 Year
1.03
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.10
0.30
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.37%
−12.48%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 78% · M 15% · S 0%
L 46% · M 14% · S 32%
Number of Stocks
43
62
Portfolio P/E
21.71
—
Top 5 Holdings
Cash & Cash Equivalent · 6.34%
Trent Ltd · 2.91%
GAIL (India) Ltd · 2.91%
Bosch Ltd · 2.81%
Tata Consultancy Services Ltd · 2.72%
Gravita India Ltd · 5.57%
Multi Commodity Exchange of India Ltd · 5.48%
Yatharth Hospital & Trauma Care Services Ltd · 5.36%
Deepak Fertilisers & Petrochemicals Corp Ltd · 4.99%
Gujarat Mineral Development Corporation Ltd · 4.90%
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Financial Services · 28.51%
Healthcare · 9.37%
Capital Goods · 9.33%
Fixed Fee
0.90% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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