Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
Fractal Capital - Opportunities
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.12%
5.48%
6 Months
0.68%
13.51%
1 Year
2.50%
1.35%
3 Years
—
13.26%
5 Years
—
—
Since Inception
6.43%
19.28%
Fund Age
2 yrs 6 mo
4 yrs 2 mo
AUM
₹15.34 Cr
₹36.17 Cr
Alpha – 1 Year
2.93%
−3.37%
Alpha – 3 Years
—
1.17%
Information Ratio – 3 Years
—
0.14
Volatility – 1 Year
16.79%
24.66%
Volatility – 3 Years
—
18.82%
Beta – 1 Year
1.03
1.31
Beta – 3 Years
—
1.10
Sharpe Ratio – 1 Year
-0.10
-0.05
Sharpe Ratio – 3 Years
—
0.48
Worst Rolling Year
—
12.70%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
−14.37%
−26.89%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.63%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 78% · M 15% · S 0%
L 8% · M 16% · S 76%
Number of Stocks
43
24
Portfolio P/E
21.71
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
—
Fixed Fee
0.90% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%