Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.12%
0.40%
6 Months
0.68%
4.60%
1 Year
2.50%
−5.85%
3 Years
—
5.64%
5 Years
—
—
Since Inception
6.43%
−0.46%
Fund Age
2 yrs 6 mo
4 yrs 7 mo
AUM
₹15.34 Cr
₹87.75 Cr
Alpha – 1 Year
2.93%
−8.83%
Alpha – 3 Years
—
−6.25%
Information Ratio – 3 Years
—
-0.73
Volatility – 1 Year
16.79%
16.46%
Volatility – 3 Years
—
15.18%
Beta – 1 Year
1.03
0.88
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
-0.10
-0.62
Sharpe Ratio – 3 Years
—
0.08
Worst Rolling Year
—
-2.49%
Value at Worst Rolling Year
—
₹0.98 Cr
Deepest Drawdown
−14.37%
−20.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
87.97%
Median Rolling Year
—
5.97%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 78% · M 15% · S 0%
M 4% · S 79%
Number of Stocks
43
—
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
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% / 0% / 0%