Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
Concept Investwell - Legend Flexi
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.12%
0.12%
6 Months
0.68%
0.78%
1 Year
2.50%
0.49%
3 Years
—
—
5 Years
—
—
Since Inception
6.43%
4.91%
Fund Age
2 yrs 6 mo
2 yrs 3 mo
AUM
₹15.34 Cr
₹1.52 Cr
Alpha – 1 Year
2.93%
−2.49%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.79%
16.48%
Volatility – 3 Years
—
—
Beta – 1 Year
1.03
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.10
-0.33
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.37%
−13.58%
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 64% · M 1% · S 35%
Number of Stocks
43
28
Portfolio P/E
21.71
22.45
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%
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Fixed Fee
0.90% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%