Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Bonanza - Growth
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Bonanza - Growth
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
3.68%
6 Months
6.20%
−1.81%
1 Year
9.45%
5.85%
3 Years
11.74%
8.65%
5 Years
—
7.90%
Since Inception
12.77%
16.09%
Fund Age
3 yrs 7 mo
16 yrs 4 mo
AUM
₹223.43 Cr
₹22.08 Cr
Alpha – 1 Year
9.88%
6.20%
Alpha – 3 Years
3.17%
−0.35%
Information Ratio – 3 Years
0.40
0.11
Volatility – 1 Year
16.24%
17.32%
Volatility – 3 Years
16.22%
15.11%
Beta – 1 Year
0.89
0.79
Beta – 3 Years
1.02
0.87
Sharpe Ratio – 1 Year
0.30
0.10
Sharpe Ratio – 3 Years
0.44
0.36
Worst Rolling Year
11.49%
0.88%
Value at Worst Rolling Year
₹1.11 Cr
₹1.01 Cr
Deepest Drawdown
−24.20%
−17.79%
Recovery Period
Not yet recovered
297 days
1-Year Rolling Windows Positive
100.00%
99.98%
Median Rolling Year
13.89%
18.31%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 22% · M 16% · S 47%
Number of Stocks
96
37
Portfolio P/E
27.01
45.09
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 · 7.39%
Bharat Heavy Electricals Ltd · 5.26%
Welspun Corp Ltd · 5.07%
Goldiam International Ltd · 5.02%
BSE Ltd · 4.93%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 28.77%
Financial Services · 25.36%
Information Technology · 9.01%
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%