Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Badjate Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.67%
0.08%
6 Months
6.20%
9.62%
1 Year
9.45%
2.22%
3 Years
11.74%
18.64%
5 Years
—
16.68%
Since Inception
12.77%
18.59%
Fund Age
3 yrs 7 mo
5 yrs
AUM
₹223.43 Cr
₹159.01 Cr
Alpha – 1 Year
9.88%
−0.76%
Alpha – 3 Years
3.17%
6.74%
Information Ratio – 3 Years
0.40
0.40
Volatility – 1 Year
16.24%
25.41%
Volatility – 3 Years
16.22%
25.71%
Beta – 1 Year
0.89
1.32
Beta – 3 Years
1.02
1.31
Sharpe Ratio – 1 Year
0.30
-0.02
Sharpe Ratio – 3 Years
0.44
0.58
Worst Rolling Year
11.49%
17.76%
Value at Worst Rolling Year
₹1.11 Cr
₹1.18 Cr
Deepest Drawdown
−24.20%
−32.80%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
28.84%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 7% · M 14% · S 74%
Number of Stocks
96
95
Portfolio P/E
27.01
—
Top 5 Holdings
Bosch Ltd · 3.98%
Redington Ltd · 3.65%
Tech Mahindra Ltd · 3.48%
Max Healthcare Institute Ltd · 3.45%
Hindalco Industries Ltd · 3.41%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—