Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs SageOne - Core Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
SageOne - Core Portfolio
Return for the risk
3 yrs return
20%
25%
30%
35%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.12%
11.42%
6 Months
0.68%
35.03%
1 Year
2.50%
37.21%
3 Years
—
27.05%
5 Years
—
21.76%
Since Inception
6.43%
19.33%
Fund Age
2 yrs 6 mo
6 yrs 10 mo
AUM
₹15.34 Cr
₹2,975 Cr
Alpha – 1 Year
2.93%
23.77%
Alpha – 3 Years
—
6.78%
Information Ratio – 3 Years
—
5.24
Volatility – 1 Year
16.79%
18.59%
Volatility – 3 Years
—
19.39%
Beta – 1 Year
1.03
1.23
Beta – 3 Years
—
1.12
Sharpe Ratio – 1 Year
-0.10
1.44
Sharpe Ratio – 3 Years
—
0.98
Worst Rolling Year
—
-6.18%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
−14.37%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
92.59%
Median Rolling Year
—
23.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 78% · M 15% · S 0%
—
Number of Stocks
43
14
Portfolio P/E
21.71
25.70
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%
3% / 2% / 1%