Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.12%
−0.11%
6 Months
0.68%
2.89%
1 Year
2.50%
7.86%
3 Years
—
10.62%
5 Years
—
10.19%
Since Inception
6.43%
9.46%
Fund Age
2 yrs 6 mo
5 yrs 7 mo
AUM
₹15.34 Cr
₹158.06 Cr
Alpha – 1 Year
2.93%
−1.70%
Alpha – 3 Years
—
0.86%
Information Ratio – 3 Years
—
0.37
Volatility – 1 Year
16.79%
1.80%
Volatility – 3 Years
—
3.43%
Beta – 1 Year
1.03
0.81
Beta – 3 Years
—
0.63
Sharpe Ratio – 1 Year
-0.10
1.30
Sharpe Ratio – 3 Years
—
1.53
Worst Rolling Year
—
8.14%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−14.37%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.61%
5-Year Rolling Windows Positive
—
100.00%
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%
—
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%