Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs CAPITAL MIND-All Weather Equity
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
CAPITAL MIND-All Weather Equity
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.12%
1.61%
6 Months
0.68%
4.03%
1 Year
2.50%
4.49%
3 Years
—
14.35%
5 Years
—
—
Since Inception
6.43%
16.62%
Fund Age
2 yrs 6 mo
4 yrs
AUM
₹15.34 Cr
₹303 Cr
Alpha – 1 Year
2.93%
4.92%
Alpha – 3 Years
—
5.78%
Information Ratio – 3 Years
—
1.15
Volatility – 1 Year
16.79%
16.32%
Volatility – 3 Years
—
14.15%
Beta – 1 Year
1.03
0.98
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
-0.10
0.01
Sharpe Ratio – 3 Years
—
0.64
Worst Rolling Year
—
14.36%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
−14.37%
−16.17%
Recovery Period
Not yet recovered
245 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 78% · M 15% · S 0%
—
Number of Stocks
43
—
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%
—
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
—
Fixed Fee
0.90% / yr
0.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—