Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Bonanza Aegis
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Bonanza Aegis
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
7.97%
6 Months
6.20%
14.27%
1 Year
9.45%
23.41%
3 Years
11.74%
16.93%
5 Years
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Since Inception
12.77%
22.21%
Fund Age
3 yrs 7 mo
4 yrs 3 mo
AUM
₹223.43 Cr
₹102.02 Cr
Alpha – 1 Year
9.88%
23.76%
Alpha – 3 Years
3.17%
7.93%
Information Ratio – 3 Years
0.40
0.60
Volatility – 1 Year
16.24%
21.94%
Volatility – 3 Years
16.22%
20.42%
Beta – 1 Year
0.89
0.82
Beta – 3 Years
1.02
0.84
Sharpe Ratio – 1 Year
0.30
0.82
Sharpe Ratio – 3 Years
0.44
0.71
Worst Rolling Year
11.49%
16.27%
Value at Worst Rolling Year
₹1.11 Cr
₹1.16 Cr
Deepest Drawdown
−24.20%
−27.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
22.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 10% · M 8% · S 74%
Number of Stocks
96
61
Portfolio P/E
27.01
51.57
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%
Cash & Cash Equivalent · 12.01%
Firstsource Solutions Ltd · 5.78%
Sterlite Technologies Ltd · 5.20%
Genus Power Infrastructures Ltd · 4.36%
Pine Labs Ltd · 4.30%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Healthcare · 13.56%
Realty · 10.92%
Financial Services · 10.85%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%