Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Bonanza - Edge
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Bonanza - Edge
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%
4.43%
6 Months
6.20%
22.24%
1 Year
9.45%
21.33%
3 Years
11.74%
15.83%
5 Years
—
20.63%
Since Inception
12.77%
19.53%
Fund Age
3 yrs 7 mo
11 yrs
AUM
₹223.43 Cr
₹101.92 Cr
Alpha – 1 Year
9.88%
21.68%
Alpha – 3 Years
3.17%
6.83%
Information Ratio – 3 Years
0.40
0.61
Volatility – 1 Year
16.24%
21.87%
Volatility – 3 Years
16.22%
21.68%
Beta – 1 Year
0.89
1.10
Beta – 3 Years
1.02
1.12
Sharpe Ratio – 1 Year
0.30
0.75
Sharpe Ratio – 3 Years
0.44
0.65
Worst Rolling Year
11.49%
-17.09%
Value at Worst Rolling Year
₹1.11 Cr
₹0.83 Cr
Deepest Drawdown
−24.20%
−27.12%
Recovery Period
Not yet recovered
148 days
1-Year Rolling Windows Positive
100.00%
79.34%
Median Rolling Year
13.89%
24.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 15% · M 12% · S 59%
Number of Stocks
96
65
Portfolio P/E
27.01
51.62
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%
Creative Newtech Ltd · 7.19%
Cash & Cash Equivalent · 7.08%
Lodha Developers Ltd · 6.75%
JD Cables Ltd · 6.02%
Afcom Holdings Ltd · 6.00%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Services · 16.66%
Capital Goods · 15.09%
Financial Services · 10.89%
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%