Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.12%
2.93%
6 Months
0.68%
27.08%
1 Year
2.50%
22.70%
3 Years
—
18.13%
5 Years
—
21.00%
Since Inception
6.43%
30.05%
Fund Age
2 yrs 6 mo
5 yrs 9 mo
AUM
₹15.34 Cr
₹670.5 Cr
Alpha – 1 Year
2.93%
17.98%
Alpha – 3 Years
—
6.04%
Information Ratio – 3 Years
—
0.67
Volatility – 1 Year
16.79%
26.20%
Volatility – 3 Years
—
22.70%
Beta – 1 Year
1.03
1.32
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
-0.10
0.70
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
15.94%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−14.37%
−31.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 78% · M 15% · S 0%
S 95%
Number of Stocks
43
26
Portfolio P/E
21.71
27.00
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
Fixed Fee
0.90% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%