Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.12%
3.10%
6 Months
0.68%
2.75%
1 Year
2.50%
19.54%
3 Years
—
16.88%
5 Years
—
17.69%
Since Inception
6.43%
15.84%
Fund Age
2 yrs 6 mo
8 yrs
AUM
₹15.34 Cr
₹335.72 Cr
Alpha – 1 Year
2.93%
19.89%
Alpha – 3 Years
—
7.88%
Information Ratio – 3 Years
—
0.91
Volatility – 1 Year
16.79%
22.09%
Volatility – 3 Years
—
17.60%
Beta – 1 Year
1.03
1.28
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
-0.10
0.68
Sharpe Ratio – 3 Years
—
0.74
Worst Rolling Year
—
9.01%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−14.37%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 78% · M 15% · S 0%
L 57% · M 6% · S 37%
Number of Stocks
43
192
Portfolio P/E
21.71
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
0.90% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%