Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
TCG Transformative Growth Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.4%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.12%
2.52%
6 Months
0.68%
12.02%
1 Year
2.50%
4.98%
3 Years
—
—
5 Years
—
—
Since Inception
6.43%
2.03%
Fund Age
2 yrs 6 mo
1 yr 10 mo
AUM
₹15.34 Cr
₹167.29 Cr
Alpha – 1 Year
2.93%
0.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.79%
26.96%
Volatility – 3 Years
—
—
Beta – 1 Year
1.03
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.10
0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.37%
−22.46%
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%
M 5% · S 94%
Number of Stocks
43
20
Portfolio P/E
21.71
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
0.90% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 1.5% / 0%