Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs Spark - Flexicap
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
Spark - Flexicap
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.12%
−0.91%
6 Months
0.68%
−6.35%
1 Year
2.50%
3.05%
3 Years
—
10.74%
5 Years
—
13.00%
Since Inception
6.43%
14.74%
Fund Age
2 yrs 6 mo
7 yrs 8 mo
AUM
₹15.34 Cr
₹460.92 Cr
Alpha – 1 Year
2.93%
3.40%
Alpha – 3 Years
—
1.74%
Information Ratio – 3 Years
—
0.33
Volatility – 1 Year
16.79%
15.87%
Volatility – 3 Years
—
14.99%
Beta – 1 Year
1.03
0.95
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
-0.10
-0.07
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.37%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
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%
SBI Life Insurance Company Ltd · 5.00%
Narayana Hrudayalaya Ltd · 4.50%
State Bank of India · 4.50%
ICICI Lombard General Insurance Company Ltd · 4.00%
Kotak Mahindra Bank Ltd · 4.00%
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
—
Fixed Fee
0.90% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%