Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
Incred Active Momentum Strategy
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.12%
2.70%
6 Months
0.68%
4.80%
1 Year
2.50%
0.40%
3 Years
—
—
5 Years
—
—
Since Inception
6.43%
2.40%
Fund Age
2 yrs 6 mo
17 mo
AUM
₹15.34 Cr
₹16.3 Cr
Alpha – 1 Year
2.93%
−2.60%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.79%
17.55%
Volatility – 3 Years
—
—
Beta – 1 Year
1.03
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.10
-0.19
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.37%
−14.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 78% · M 15% · S 0%
L 61% · M 36%
Number of Stocks
43
25
Portfolio P/E
21.71
33.22
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%
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
0.90% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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