Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
0.67%
6 Months
9.28%
6.20%
1 Year
4.13%
9.45%
3 Years
7.71%
11.74%
5 Years
8.27%
—
Since Inception
11.49%
12.77%
Fund Age
8 yrs 5 mo
3 yrs 7 mo
AUM
₹123.55 Cr
₹223.43 Cr
Alpha – 1 Year
−0.59%
9.88%
Alpha – 3 Years
−4.38%
3.17%
Information Ratio – 3 Years
-0.33
0.40
Volatility – 1 Year
21.50%
16.24%
Volatility – 3 Years
16.95%
16.22%
Beta – 1 Year
1.12
0.89
Beta – 3 Years
0.97
1.02
Sharpe Ratio – 1 Year
-0.02
0.30
Sharpe Ratio – 3 Years
0.26
0.44
Worst Rolling Year
7.04%
11.49%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−24.41%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.95%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 38% · S 31%
L 45% · M 31% · S 19%
Number of Stocks
20
96
Portfolio P/E
49.58
27.01
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Fixed Fee
2.50% / yr
1.35% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%