Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
Right Horizons - Alphabots Midcap 29
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.12%
3.12%
6 Months
0.68%
8.08%
1 Year
2.50%
10.16%
3 Years
—
15.60%
5 Years
—
—
Since Inception
6.43%
19.84%
Fund Age
2 yrs 6 mo
6 yrs 11 mo
AUM
₹15.34 Cr
₹3.18 Cr
Alpha – 1 Year
2.93%
7.18%
Alpha – 3 Years
—
3.72%
Information Ratio – 3 Years
—
0.60
Volatility – 1 Year
16.79%
19.93%
Volatility – 3 Years
—
18.09%
Beta – 1 Year
1.03
1.12
Beta – 3 Years
—
1.14
Sharpe Ratio – 1 Year
-0.10
0.31
Sharpe Ratio – 3 Years
—
0.60
Worst Rolling Year
—
14.68%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
−14.37%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.30%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 78% · M 15% · S 0%
L 31% · M 55% · S 12%
Number of Stocks
43
29
Portfolio P/E
21.71
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
Fixed Fee
0.90% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / –