Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Ayan-PriceBridge Upswing
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Ayan-PriceBridge Upswing
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
0.67%
6 Months
10.76%
6.20%
1 Year
8.14%
9.45%
3 Years
7.76%
11.74%
5 Years
10.03%
—
Since Inception
11.69%
12.77%
Fund Age
6 yrs 8 mo
3 yrs 7 mo
AUM
₹87.23 Cr
₹223.43 Cr
Alpha – 1 Year
8.57%
9.88%
Alpha – 3 Years
−0.81%
3.17%
Information Ratio – 3 Years
0.02
0.40
Volatility – 1 Year
23.09%
16.24%
Volatility – 3 Years
18.26%
16.22%
Beta – 1 Year
1.29
0.89
Beta – 3 Years
1.11
1.02
Sharpe Ratio – 1 Year
0.21
0.30
Sharpe Ratio – 3 Years
0.22
0.44
Worst Rolling Year
6.59%
11.49%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−25.42%
−24.20%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
13.89%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 45% · M 31% · S 19%
Number of Stocks
41
96
Portfolio P/E
25.23
27.01
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
0% / 0% / 0%