Portfolio Management Services (PMS)Compare Schemes
ASK - Growth vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
ASK - Growth
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.48%
0.67%
6 Months
−4.38%
6.20%
1 Year
−4.58%
9.45%
3 Years
4.80%
11.74%
5 Years
3.85%
—
Since Inception
17.02%
12.77%
Fund Age
25 yrs 6 mo
3 yrs 7 mo
AUM
₹724.64 Cr
₹223.43 Cr
Alpha – 1 Year
−7.56%
9.88%
Alpha – 3 Years
−7.08%
3.17%
Information Ratio – 3 Years
-1.30
0.40
Volatility – 1 Year
16.92%
16.24%
Volatility – 3 Years
16.49%
16.22%
Beta – 1 Year
0.94
0.89
Beta – 3 Years
1.01
1.02
Sharpe Ratio – 1 Year
-0.52
0.30
Sharpe Ratio – 3 Years
0.04
0.44
Worst Rolling Year
-12.59%
11.49%
Value at Worst Rolling Year
₹0.87 Cr
₹1.11 Cr
Deepest Drawdown
−23.98%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.35%
100.00%
Median Rolling Year
15.09%
13.89%
5-Year Rolling Windows Positive
98.79%
—
Market-Cap Mix
L 55% · M 22% · S 19%
L 45% · M 31% · S 19%
Number of Stocks
22
96
Portfolio P/E
32.63
27.01
Top 5 Holdings
HDFC Bank Ltd · 9.96%
Eternal Ltd · 6.92%
CreditAccess Grameen Ltd · 6.64%
Kotak Mahindra Bank Ltd · 5.98%
Torrent Power Ltd · 5.41%
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 · 33.39%
Consumer Services · 11.99%
Information Technology · 7.69%
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)
0% / 0% / 0%
0% / 0% / 0%