Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Bay India Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Bay India Opportunities Portfolio
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
0.67%
2.14%
6 Months
6.20%
7.28%
1 Year
9.45%
−4.68%
3 Years
11.74%
6.16%
5 Years
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Since Inception
12.77%
11.66%
Fund Age
3 yrs 7 mo
3 yrs 7 mo
AUM
₹223.43 Cr
₹81.86 Cr
Alpha – 1 Year
9.88%
−4.33%
Alpha – 3 Years
3.17%
−2.84%
Information Ratio – 3 Years
0.40
-0.28
Volatility – 1 Year
16.24%
18.83%
Volatility – 3 Years
16.22%
15.47%
Beta – 1 Year
0.89
1.02
Beta – 3 Years
1.02
0.86
Sharpe Ratio – 1 Year
0.30
-0.44
Sharpe Ratio – 3 Years
0.44
0.12
Worst Rolling Year
11.49%
6.16%
Value at Worst Rolling Year
₹1.11 Cr
₹1.06 Cr
Deepest Drawdown
−24.20%
−24.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
8.85%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 11% · M 21% · S 66%
Number of Stocks
96
25
Portfolio P/E
27.01
24.93
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%
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Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 31.53%
Consumer Services · 14.98%
Services · 11.19%
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0.5%