Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs Nippon - Indian Economic Transformation - ETP
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
Nippon - Indian Economic Transformation - ETP
Return for the risk
3 yrs return
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.12%
3.08%
6 Months
0.68%
9.19%
1 Year
2.50%
9.02%
3 Years
—
14.71%
5 Years
—
10.31%
Since Inception
6.43%
14.95%
Fund Age
2 yrs 6 mo
7 yrs 10 mo
AUM
₹15.34 Cr
₹42.73 Cr
Alpha – 1 Year
2.93%
4.30%
Alpha – 3 Years
—
2.62%
Information Ratio – 3 Years
—
0.63
Volatility – 1 Year
16.79%
17.52%
Volatility – 3 Years
—
14.89%
Beta – 1 Year
1.03
0.97
Beta – 3 Years
—
0.92
Sharpe Ratio – 1 Year
-0.10
0.26
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
8.19%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−14.37%
−18.24%
Recovery Period
Not yet recovered
238 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.27%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 78% · M 15% · S 0%
L 18% · M 16% · S 37%
Number of Stocks
43
30
Portfolio P/E
21.71
31.64
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%
Other Equity · 20.96%
Cash & Cash Equivalent · 7.28%
Aster DM Quality Care Ltd · 3.76%
Neuland Laboratories Ltd · 3.55%
Delhivery Ltd · 3.54%
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Financial Services · 34.33%
Healthcare · 12.55%
Capital Goods · 4.50%
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%