Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs BB Bluechip
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
BB Bluechip
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.12%
3.28%
6 Months
0.68%
16.54%
1 Year
2.50%
15.86%
3 Years
—
—
5 Years
—
—
Since Inception
6.43%
29.22%
Fund Age
2 yrs 6 mo
17 mo
AUM
₹15.34 Cr
₹12.45 Cr
Alpha – 1 Year
2.93%
12.88%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.79%
23.63%
Volatility – 3 Years
—
—
Beta – 1 Year
1.03
1.27
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.10
0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.37%
−13.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 78% · M 15% · S 0%
L 53% · M 1% · S 36%
Number of Stocks
43
16
Portfolio P/E
21.71
18.79
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%
Life Insurance Corporation of India · 16.80%
Indian Energy Exchange Ltd · 10.78%
Bajaj Holdings & Investment Ltd · 7.29%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 7.22%
Sun Pharmaceutical Industries Ltd · 7.21%
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Financial Services · 50.57%
Information Technology · 10.97%
Healthcare · 7.21%
Fixed Fee
0.90% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%