Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.12%
7.48%
6 Months
0.68%
9.42%
1 Year
2.50%
28.25%
3 Years
—
18.47%
5 Years
—
21.31%
Since Inception
6.43%
21.69%
Fund Age
2 yrs 6 mo
5 yrs
AUM
₹15.34 Cr
₹79.02 Cr
Alpha – 1 Year
2.93%
23.53%
Alpha – 3 Years
—
6.38%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
16.79%
18.12%
Volatility – 3 Years
—
27.25%
Beta – 1 Year
1.03
0.87
Beta – 3 Years
—
0.86
Sharpe Ratio – 1 Year
-0.10
1.18
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
15.67%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−14.37%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 78% · M 15% · S 0%
L 10% · M 9% · S 69%
Number of Stocks
43
34
Portfolio P/E
21.71
57.02
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%
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
0.90% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%