Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
MOAT - Emerging Moat
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.12%
2.64%
6 Months
0.68%
5.29%
1 Year
2.50%
2.64%
3 Years
—
8.64%
5 Years
—
—
Since Inception
6.43%
12.31%
Fund Age
2 yrs 6 mo
3 yrs 11 mo
AUM
₹15.34 Cr
₹56.94 Cr
Alpha – 1 Year
2.93%
−2.08%
Alpha – 3 Years
—
−3.45%
Information Ratio – 3 Years
—
-0.33
Volatility – 1 Year
16.79%
19.56%
Volatility – 3 Years
—
17.76%
Beta – 1 Year
1.03
1.08
Beta – 3 Years
—
1.07
Sharpe Ratio – 1 Year
-0.10
-0.05
Sharpe Ratio – 3 Years
—
0.31
Worst Rolling Year
—
8.64%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−14.37%
−25.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.83%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 78% · M 15% · S 0%
—
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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
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%
0% / 0% / 0%