Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Bonanza Multicap
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Bonanza Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.67%
5.27%
6 Months
6.20%
15.28%
1 Year
9.45%
11.46%
3 Years
11.74%
12.93%
5 Years
—
14.25%
Since Inception
12.77%
20.43%
Fund Age
3 yrs 7 mo
8 yrs 1 mo
AUM
₹223.43 Cr
₹7.34 Cr
Alpha – 1 Year
9.88%
11.81%
Alpha – 3 Years
3.17%
3.93%
Information Ratio – 3 Years
0.40
0.17
Volatility – 1 Year
16.24%
25.10%
Volatility – 3 Years
16.22%
27.35%
Beta – 1 Year
0.89
1.24
Beta – 3 Years
1.02
1.14
Sharpe Ratio – 1 Year
0.30
0.33
Sharpe Ratio – 3 Years
0.44
0.39
Worst Rolling Year
11.49%
12.27%
Value at Worst Rolling Year
₹1.11 Cr
₹1.12 Cr
Deepest Drawdown
−24.20%
−33.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
29.35%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 8% · M 5% · S 83%
Number of Stocks
96
33
Portfolio P/E
27.01
30.34
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 · 5.71%
Bajaj Finance Ltd · 5.23%
Garden Reach Shipbuilders & Engineers Ltd · 5.13%
Northern Arc Capital Ltd · 4.74%
SG Finserve Ltd · 4.72%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 23.11%
Financial Services · 21.74%
Chemicals · 10.15%
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%