Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.12%
−1.73%
6 Months
0.68%
6.62%
1 Year
2.50%
3.66%
3 Years
—
7.96%
5 Years
—
—
Since Inception
6.43%
12.37%
Fund Age
2 yrs 6 mo
4 yrs 2 mo
AUM
₹15.34 Cr
₹134.62 Cr
Alpha – 1 Year
2.93%
0.68%
Alpha – 3 Years
—
−3.93%
Information Ratio – 3 Years
—
-0.10
Volatility – 1 Year
16.79%
21.69%
Volatility – 3 Years
—
21.88%
Beta – 1 Year
1.03
1.14
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
-0.10
0.02
Sharpe Ratio – 3 Years
—
0.21
Worst Rolling Year
—
7.96%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
−14.37%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.34%
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%
—
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
—
Fixed Fee
0.90% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%