Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
Equirus Securities - Long Horizon Fund
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.12%
5.54%
6 Months
0.68%
29.52%
1 Year
2.50%
27.35%
3 Years
—
14.30%
5 Years
—
12.28%
Since Inception
6.43%
21.22%
Fund Age
2 yrs 6 mo
9 yrs 10 mo
AUM
₹15.34 Cr
₹374.43 Cr
Alpha – 1 Year
2.93%
22.63%
Alpha – 3 Years
—
2.21%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
16.79%
28.49%
Volatility – 3 Years
—
24.50%
Beta – 1 Year
1.03
1.39
Beta – 3 Years
—
1.24
Sharpe Ratio – 1 Year
-0.10
0.80
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-3.89%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
−14.37%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
—
98.76%
Median Rolling Year
—
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 78% · M 15% · S 0%
M 4% · S 95%
Number of Stocks
43
29
Portfolio P/E
21.71
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
—
Fixed Fee
0.90% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%