COMPARE PMS SCHEMES| Category | Small AND Mid Cap | ||
|---|---|---|---|
| AUM (₹ cr) | UNDISC. | ||
| Fixed Fee | No Option | ||
| Variable Fee | 1.35% < 5cr, 0.65% > 5cr | ||
| Hurdle Rate | 17% | ||
| Profit Sharing | 14% profit sharing above 17% hurdle | ||
| Benchmark | S&P BSE 500 TRI | ||
| Portfolio Age | 2 years, 2 months |
 Ayan Analytics Pvt Ltd | |||
| Profile | PriceBridge (A PMS brand of Ayan Analytics Pvt Ltd) is a new age Portfolio Managers Service (PMS) principled and pioneered on risk adjusted returns with its time cycle based proprietary models. The backbone of our strategies (and our USP) is our in-house proprietary research software that we have built over the span of the last 17 years, which focuses on fundamental screening along with Quantitative Behavioural analysis and TimeMapping. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Automobile and Auto Components 8.73% Capital Goods 20% Fast Moving Consumer Goods 9.5% Financial Services 12.16% Healthcare 9.27% Information Technology 10.61% Metals & Mining 9.66% | ||
| Stock Holdings | Amara Raja Energy & Mobility Limited 3.64% Avanti Feeds ltd. 3.83% BASF India Ltd 3.74% HFCL Limited 3.82% Hindustan Zinc Ltd. 5.1% Prataap Snacks Limited 4.41% Tube Investments Of India Ltd 4.73% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| SIP Option | Available | ||
| STP Option | Available | ||
| Exit Load | Exit load is 0% |
