PMS · Equity · Flexi Cap
Ayan-PriceBridge Direct MF
Fund size₹19 Cr
Alpha (3Y)7.73%
3Y return16.50%
Fund age3 yrs 2 mo
Fund Manager
Growth of₹Cr
Ayan PriceBridge Direct MF
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Ayan PriceBridge Direct MF | 4.41% | 14.41% | 5.39% | 16.50% | — | 17.99% |
| NIFTY 50 TRI | −5.93% | −0.43% | 0.06% | 8.57% | — | 11.04% |
| Excess over benchmark | 10.34% | 14.84% | 5.33% | 7.93% | — | 6.95% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jul 2026.
Risk : What you take on to earn the return
Volatility
14.41%
Benchmark approx 13.31%
A standard deviation reflecting historical swings.
Sensitivity
0.95
Beta vs benchmark 1.00 · 5% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.78
Sharpe
Excess return gained per unit of volatility.
Capture ratio
114 / 67
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −18.49% from its 24 Sep 2024 peak to a 28 Feb 2025 trough, and recovered on 12 Nov 2025 after 257 days.
Max drawdowns
−18.49%
Recovery period
257 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 24 Sep 2024 | 28 Feb 2025 | −18.49% | 157 days | 12 Nov 2025 | 257 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |
Scheme
Peak24 Sep 2024
Trough28 Feb 2025
Depth−18.49%
Fell over157 days
Recovered12 Nov 2025
Recovery took257 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Jul 2026
Portfolio Details : Where the money actually sits
Stocks
48
Asset class
Equity
Market cap
Large cap51.91%
Mid cap23.57%
Small cap16.78%
Cash & others7.74%
As on 31 Jul 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee0.35% / yr
Performance FeeNone
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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