Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs BB Micro To Mega
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
BB Micro To Mega
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · -0.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.12%
−0.50%
6 Months
0.68%
10.26%
1 Year
2.50%
20.10%
3 Years
—
—
5 Years
—
—
Since Inception
6.43%
21.53%
Fund Age
2 yrs 6 mo
18 mo
AUM
₹15.34 Cr
₹79.16 Cr
Alpha – 1 Year
2.93%
17.12%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.79%
19.38%
Volatility – 3 Years
—
—
Beta – 1 Year
1.03
0.85
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.10
0.76
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.37%
−14.77%
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 8% · M 7% · S 61%
Number of Stocks
43
66
Portfolio P/E
21.71
52.54
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%
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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%