Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
0.67%
6 Months
−5.56%
6.20%
1 Year
34.70%
9.45%
3 Years
27.41%
11.74%
5 Years
32.51%
—
Since Inception
32.15%
12.77%
Fund Age
13 yrs 6 mo
3 yrs 7 mo
AUM
₹2,318.72 Cr
₹223.43 Cr
Alpha – 1 Year
35.05%
9.88%
Alpha – 3 Years
18.41%
3.17%
Information Ratio – 3 Years
1.03
0.40
Volatility – 1 Year
21.67%
16.24%
Volatility – 3 Years
15.53%
16.22%
Beta – 1 Year
0.28
0.89
Beta – 3 Years
0.35
1.02
Sharpe Ratio – 1 Year
1.24
0.30
Sharpe Ratio – 3 Years
1.31
0.44
Worst Rolling Year
-17.36%
11.49%
Value at Worst Rolling Year
₹0.83 Cr
₹1.11 Cr
Deepest Drawdown
−21.72%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
100.00%
Median Rolling Year
37.79%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 4% · M 6% · S 13%
L 45% · M 31% · S 19%
Number of Stocks
9
96
Portfolio P/E
14.68
27.01
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Top Sectors
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.00% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%