Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
Tcg India Investment Opportunities Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · -0.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.12%
4.64%
6 Months
0.68%
20.32%
1 Year
2.50%
29.93%
3 Years
—
—
5 Years
—
—
Since Inception
6.43%
15.24%
Fund Age
2 yrs 6 mo
1 yr 9 mo
AUM
₹15.34 Cr
₹3.17 Cr
Alpha – 1 Year
2.93%
25.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.79%
24.54%
Volatility – 3 Years
—
—
Beta – 1 Year
1.03
1.19
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.10
0.97
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.37%
−12.48%
Recovery Period
Not yet recovered
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%
L 28% · M 19% · S 50%
Number of Stocks
43
36
Portfolio P/E
21.71
71.00
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%
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
0.90% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –