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PriceBridge Top 100 Equity

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category PMS
Company Ayan Analytics Pvt Ltd
Fund Managers Mahesh Gowande
Benchmark Nifty 50 TRI
Share: f x in w

About Company

Ayan Analytics Pvt Ltd

Ayan Analytics Pvt Ltd is an innovative, SEBI-registered portfolio management firm (SEBI Reg No: INP000007614) headquartered in Thane, Maharashtra. Managing a consolidated asset base across its core algorithmic strategies, the firm specializes in data-driven investing using proprietary software built over two decades. Ayan Analytics differentiates itself in the boutique PMS industry by synthesizing quantitative behavioral analysis, fundamental market screens, and time-cycle mapping to deliver stable, risk-adjusted growth for high-net-worth individuals.

Fund Snapshot

Parameter Details
Strategy Name Equity
Product Name Equity
PMS Provider Ayan Analytics Pvt Ltd
Benchmark Nifty 50 TRI
Date of Inception January 3, 2024
Fund Age 2.5 Years
Asset Under Management (AUM) ₹15.04 Crores
Minimum Investment Amount ₹50,00,000 (₹50 Lakhs)
Fixed Fees Structure NA
Variable Fees Structure Base AMC: 0.32% | Hurdle Rate: 14% | Performance Fee: 14%
Exit Load No exit penalty applicable (NA)

Fund Purpose

The primary investment objective of the TOP 100 Equity strategy is to generate structural large-cap alpha and superior risk-adjusted returns for clients by investing in India's leading blue-chip corporations. Benchmarked against the Nifty 50 TRI, the strategy focuses on capturing steady compounding milestones within the top 100 listed companies by market capitalization. By utilizing specialized quantitative layers alongside behavioral indicators, the approach seeks to actively optimize entry and exit cycles inside the large-cap universe, building a highly liquid portfolio that converts India's macroeconomic growth into absolute wealth.

Fund Philosophy

Large-Cap Stability and Liquidity Bedrock

The strategy focuses on the top 100 listed Indian enterprises, anchoring capital to businesses with robust balance sheets, strong institutional ownership, and high trading volumes. This structural choice reduces individual company vulnerabilities and ensures high portfolio liquidity across all market conditions.

Algorithmic Price-Velocity Screens

To systematically outperform a rigid index, the selection engine utilizes multi-factor quantitative screens to monitor price velocity and volume trend persistence. Capital is directed to large-cap stocks showing strong operational health and positive momentum, ensuring efficient capital allocation.

Quantitative Behavioral Cycle Integration

Stock markets are frequently driven by human emotion and sentiment shifts. The philosophy incorporates behavioral analytics to identify periods of irrational institutional selling or over-enthusiasm, allowing the fund manager to make contrarian adjustments when prices diverge from business value.

Preservation of Capital via Margin of Safety

While pursuing active outperformance, protecting investor wealth remains a critical core priority. The investment team screens for defensive large-caps with strong free cash flows, clear competitive moats, and reasonable valuations, establishing a margin of safety during broad market corrections.

Benchmark-Agnostic Weight Distribution

Measuring success against the Nifty 50 TRI does not mean duplicating the index's exact structure. The portfolio operates with a benchmark-agnostic approach, allowing the manager to completely avoid struggling sector heavyweights and overweight high-conviction industry leaders instead.

Section: Performance Analysis
Fund Growth vs Benchmark Trend

Track how the fund has performed against its benchmark over time through a comparative line graph analysis.

TOP 100 Equity

Benchmark: Nifty 50 TRI

Section: Performance Comparison
Fund vs Benchmark Bar Graph

Compare fund returns and benchmark performance across multiple investment periods using a visual bar graph.

Section: Performance Comparison
Fund vs Benchmark Comparison Table

Review and compare fund returns against benchmark performance across different investment periods in a detailed tabular format.

AYAN ANALYTICS PVT LTD

AUM(Cr.) 1M 3M 6M 1Y 2Y 3Y 4Y 5Y Ince.
Performance ₹15.36 0.11 -2.55 3.12 15.04 7.29 NA NA NA 7.43
Benchmark NA -0.51 -3.80 3.36 15.07 8.29 NA NA NA 8.30
Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Mahesh Gowande

Mahesh Gowande

Mahesh Gowande is the Founder, Director, and Chief Investment Officer of Ayan Analytics Pvt Ltd, bringing over 20 years of specialized expertise in capital markets. Recognized widely as an expert in Dow Theory and an "Equity Futurologist," Gowande focuses his research on time-cycle influences and the responsive behavioral mechanics of human market participants. He has pioneered proprietary analytical applications, including the ZodiacAnalyst framework for algorithmic trading systems, and directly steers the quantitative asset-allocation engines backing the PriceBridge product suite to ensure systematic risk control and capital protection.

Section: Help & Support
Frequently Asked Questions

Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.

What core investment universe does the TOP 100 Equity strategy target? +

The portfolio strictly limits its investible universe to the top 100 listed companies in India by market capitalization. This focus ensures that your capital is exclusively deployed into mature market leaders with high corporate governance records, liquid stocks, and resilient business models.

How is the variable performance fee model calculated for this fund? +

The fund utilizes a performance-aligned model featuring an operational base fee of 0.32% p.a. and a 14% hurdle rate. This means performance-linked fees are completely zero unless your portfolio returns beat a 14% annualized threshold. Above that hurdle, a 14% profit-sharing fee applies to excess returns.

What is the statutory minimum threshold required to join this PMS? +

In absolute compliance with standard regulatory criteria mandated by the Securities and Exchange Board of India (SEBI) for all registered Portfolio Management Services, the minimum entry block stands at ₹50 Lakhs. This can be met via direct fund transfers or an eligible stock portfolio transfer.

Is there an exit load or lock-in period attached to this strategy? +

This strategy is listed with no exit load parameters (NA), meaning there are no financial penalties or administrative exit fees levied if you choose to redeem your capital early. This gives clients high operational flexibility and clear capital liquidity.

How does the strategy aim to outperform a traditional Nifty 50 index fund? +

Unlike passive index funds that blindly buy stocks based on size weightings, this strategy manages allocations actively. The fund manager applies quantitative screens and behavioral indicators to spot price mismatches, shifting weightings toward high-alpha stocks while avoiding overvalued giants.

Section: Contact Us
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.