Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Top 100 Equity vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Top 100 Equity
WhiteOak Capital Research Select Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.4%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.12%
2.78%
6 Months
0.68%
1.92%
1 Year
2.50%
0.43%
3 Years
—
—
5 Years
—
—
Since Inception
6.43%
6.17%
Fund Age
2 yrs 6 mo
2 yrs 2 mo
AUM
₹15.34 Cr
₹22.98 Cr
Alpha – 1 Year
2.93%
−2.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
16.79%
16.90%
Volatility – 3 Years
—
—
Beta – 1 Year
1.03
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.10
-0.22
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.37%
−16.17%
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 61% · M 14% · S 21%
Number of Stocks
43
41
Portfolio P/E
21.71
31.26
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%
ICICI Bank Ltd · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Financial Services · 15.36%
Automobile and Auto Components · 14.48%
Consumer Services · 10.69%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
Fixed Fee
0.90% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%