Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.12%
2.85%
6 Months
0.68%
22.81%
1 Year
2.50%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
6.43%
24.49%
Fund Age
2 yrs 6 mo
3 yrs 3 mo
AUM
₹15.34 Cr
₹446.96 Cr
Alpha – 1 Year
2.93%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
16.79%
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
1.03
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
-0.10
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−14.37%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 78% · M 15% · S 0%
L 19% · S 80%
Number of Stocks
43
30
Portfolio P/E
21.71
—
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%
—
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
0.90% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—