Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
IFM Alphaedge Growth Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -0.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.12%
1.32%
6 Months
0.68%
7.54%
1 Year
2.50%
8.20%
3 Years
—
—
5 Years
—
—
Since Inception
6.43%
2.83%
Fund Age
2 yrs 6 mo
14 mo
AUM
₹15.34 Cr
₹18.5 Cr
Alpha – 1 Year
2.93%
3.48%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.79%
18.53%
Volatility – 3 Years
—
—
Beta – 1 Year
1.03
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.10
0.23
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.37%
−14.67%
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 47% · M 18% · S 29%
Number of Stocks
43
15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
0.90% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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