Business Today
Subscribe
NRICareer & JobsUS NewsIn PicsWeatherPetrol PricesDiesel PricesPMS TodayBT Reels
BT Infra SummitLenovo FIFA World Cup 2026EY Business Today Hidden Gems 2026
Search
Advertisement
Business News
pms
PriceBridge Top 100 Equity
PriceBridge Top 100 Equity

PriceBridge Top 100 Equity

  • Ayan Analytics Pvt Ltd
  • Large Cap
  • 14
    Out of 28*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age2 years, 7 months
2.12%
2.36%
Hurdle Rate**14.00%
Fixed fee0.90%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (8.19%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (9.6%)
Large Cap (82.21%)
Sector Holdings
  • Financial Services26.83%
  • Automobile and Auto Components15.08%
  • Consumer Services9.38%
  • Healthcare8.56%
  • Oil, Gas & Consumable Fuels8.14%
Stock Holdings
  • Cash & Cash Equivalents8.19%
  • Kotak Mahindra Bank Ltd.3.68%
  • Max Healthcare Institute Limited3.59%
  • Trent Ltd [Lakme Ltd]3.35%
  • Bosch Ltd3.33%

PORTFOLIO MANAGERS

Swapnil Kulkarni
  • Manager Rank Out of 25
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM34.53
  • Highest Return In 1 Yr14.41%
Profile

2 Decades of experience in Wealth Management across Insurances, Mutual funds, AIF's, Corporate and FII Treasury management. Special jury nomination at the CNBC Tv18 financial advisor awards 2010

Other Schemes
  • table
  • Grid
Compare
PriceBridge Top 100 Equity
AUM (₹ Cr)
₹15.34 Cr
Hurdle Rate
14.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
20 Out of 30
Fixed Fee
0.90%
Scheme Return
2.12%
Benchmark Return
2.36%
Ayan Analytics - PriceBridge Direct MF
AUM (₹ Cr)
₹19.19 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Mutual Fund
Category Rank
1 Out of 1
Fixed Fee
0.32%
Scheme Return
1.86%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
15.34
(As on Jul, 2026)
Inception Date
Jan 01, 2024
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
0.90%
Variable Fee
0.32%
Hurdle Rate
14.00%
Profit Sharing
Profit Sharing 14% Over 14% Hurdle
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

INVESTMENT PHILOSOPHY

Objective

To reduce risk and beat Nifty 100 consistently

Investment Approach

Index fund approach with fine-tuning—rule-based adherence or respect for weights in the index, yet rebalancing based on the HeatMap of the stock to reduce impact and optimize capital for alpha generation

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

“Fresh Breath In Tamil Nadu Politics”: K Annamalai Assesses Vijay’s First 100 Days5:19“Fresh Breath In Tamil Nadu Politics”: K Annamalai Assesses Vijay’s First 100 Days
Mahindra Scorpio Lifestyler Walkaround | New Pickup Under ₹19.79 Lakh!2:47Mahindra Scorpio Lifestyler Walkaround | New Pickup Under ₹19.79 Lakh!
Mahindra BE 6 Sport Teq Launched At ₹11.45 Lakh With BaaS | New Tech, Gemini AI & More3:27Mahindra BE 6 Sport Teq Launched At ₹11.45 Lakh With BaaS | New Tech, Gemini AI & More
The week's Tech News By AI Sana | Tech Gear EP 142:15The week's Tech News By AI Sana | Tech Gear EP 14
Mahindra BE 6 Sport Teq Design Decoded | Pratap Bose Reveals What’s New6:44Mahindra BE 6 Sport Teq Design Decoded | Pratap Bose Reveals What’s New
Mahindra Eyes More SUV Market Share, Says India Ready For Pickup Trucks8:55Mahindra Eyes More SUV Market Share, Says India Ready For Pickup Trucks
Vande Mataram: Why BJP Is Targeting Sonia Gandhi & Rahul Gandhi Over Full National Song4:49Vande Mataram: Why BJP Is Targeting Sonia Gandhi & Rahul Gandhi Over Full National Song
Business Today Presents India@100: India’s Manufacturing Champions | Building Viksit Bharat0:51Business Today Presents India@100: India’s Manufacturing Champions | Building Viksit Bharat
“Banks Must Set The Tone”: Nirmala Sitharaman On India’s Viksit Bharat 2047 Vision3:56“Banks Must Set The Tone”: Nirmala Sitharaman On India’s Viksit Bharat 2047 Vision
India’s Private Space Revolution: How Skyroot’s Vikram-1 Rocket Is Rewriting History3:14India’s Private Space Revolution: How Skyroot’s Vikram-1 Rocket Is Rewriting History
View more

PEER ANALYSIS

  • table
  • Grid
Compare
PriceBridge Top 100 Equity
AUM (₹ Cr)
₹15.34 Cr
Hurdle Rate
14.00%
Benchmark
Nifty 50 TRI
Category Rank
20 Out of 30
Fixed Fee
0.90%
Scheme Return
2.12%
Benchmark Return
2.36%
Renaissance - Opportunities Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 30
Fixed Fee
2.50%
Scheme Return
4.86%
Benchmark Return
2.36%
Alphabots India Largecap 30
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 30
Fixed Fee
2.50%
Scheme Return
4.41%
Benchmark Return
2.36%
Alphabots India 100
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 30
Fixed Fee
2.50%
Scheme Return
4.29%
Benchmark Return
2.36%
Marcellus - Consistent Compounders
AUM (₹ Cr)
₹1,666.24 Cr
Hurdle Rate
8.00% Or 12.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 30
Fixed Fee
2.00%
Scheme Return
4.02%
Benchmark Return
2.36%
Ambit Investment Advisors - Coffee Can
AUM (₹ Cr)
₹1,137.66 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 30
Fixed Fee
2.50%
Scheme Return
3.49%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Ayan Analytics Pvt Ltd
Ayan Analytics Pvt Ltd manages assets worth Rs 427.61 crores. Its current offering of PMS schemes includes 2 Multi Cap And Flexi Cap, 1 Large Cap, 1 Mutual Fund, 1 Etf, 2 Multi Asset, 1 Mid And Large Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

427.61 (As on Jun, 2026)

Number of Schemes

9
Schemes From This AMC
  • table
  • Grid
Compare
PriceBridge Samvruddhi
AUM (₹ Cr)
₹41.73 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
88 Out of 284
Fixed Fee
2.05%
Scheme Return
2.26%
Benchmark Return
2.19%
PriceBridge Top 100 Equity
AUM (₹ Cr)
₹15.34 Cr
Hurdle Rate
14.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
20 Out of 30
Fixed Fee
0.90%
Scheme Return
2.12%
Benchmark Return
2.36%
Ayan Analytics - PriceBridge Direct MF
AUM (₹ Cr)
₹19.19 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Mutual Fund
Category Rank
1 Out of 1
Fixed Fee
0.32%
Scheme Return
1.86%
Benchmark Return
2.36%
Ayan Analytics - PriceBridge Honeycomb
AUM (₹ Cr)
₹61.98 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
ETF
Category Rank
2 Out of 4
Fixed Fee
2.50%
Scheme Return
1.2%
Benchmark Return
2.36%
PriceBridge TM Select Stocks
AUM (₹ Cr)
₹13.30 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
20 Out of 45
Fixed Fee
2.50%
Scheme Return
1.1%
Benchmark Return
2.19%
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
₹223.43 Cr
Hurdle Rate
14.00%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
14 Out of 23
Fixed Fee
1.35%
Scheme Return
0.67%
Benchmark Return
2.63%
PriceBridge Eternal-Long Life
AUM (₹ Cr)
₹33.19 Cr
Hurdle Rate
17.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
36 Out of 62
Fixed Fee
No Option
Scheme Return
0.45%
Benchmark Return
2.19%
PriceBridge Crescendo
AUM (₹ Cr)
₹2.64 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
186 Out of 284
Fixed Fee
2.00%
Scheme Return
0.44%
Benchmark Return
2.36%
PriceBridge Honeycomb Model
AUM (₹ Cr)
₹3.56 Cr
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
Multi Asset
Category Rank
35 Out of 45
Fixed Fee
2.50%
Scheme Return
0.3%
Benchmark Return
2.36%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of PriceBridge Top 100 Equity?
The hurdle rate of PriceBridge Top 100 Equity is 14.00%.
What is the fixed fee charged in PriceBridge Top 100 Equity ?
The fixed fee charged in PriceBridge Top 100 Equity is 0.90%.
What is the variable fee charged in PriceBridge Top 100 Equity ?
The variable fee charged in PriceBridge Top 100 Equity is 0.32%.
What is the profit sharing in PriceBridge Top 100 Equity ?
The profit sharing in PriceBridge Top 100 Equity is Profit Sharing 14% Over 14% Hurdle.
What is the minimum investment in PriceBridge Top 100 Equity ?
The minimum investment in PriceBridge Top 100 Equity is ₹50 Lacs
What type of scheme is PriceBridge Top 100 Equity?
PriceBridge Top 100 Equity is an Equity scheme. It falls in the Large Cap category.
What is the inception date of PriceBridge Top 100 Equity?
The inception date of PriceBridge Top 100 Equity is Jan 01, 2024.
What is the exit load of PriceBridge Top 100 Equity?
Exit load is 0%

Top Stories