Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Bonanza - Value
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Bonanza - Value
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%
6.51%
6 Months
6.20%
14.93%
1 Year
9.45%
16.79%
3 Years
11.74%
13.85%
5 Years
—
12.48%
Since Inception
12.77%
18.86%
Fund Age
3 yrs 7 mo
14 yrs 11 mo
AUM
₹223.43 Cr
₹32.99 Cr
Alpha – 1 Year
9.88%
17.14%
Alpha – 3 Years
3.17%
4.85%
Information Ratio – 3 Years
0.40
0.41
Volatility – 1 Year
16.24%
17.36%
Volatility – 3 Years
16.22%
20.03%
Beta – 1 Year
0.89
0.65
Beta – 3 Years
1.02
0.84
Sharpe Ratio – 1 Year
0.30
0.67
Sharpe Ratio – 3 Years
0.44
0.57
Worst Rolling Year
11.49%
-8.60%
Value at Worst Rolling Year
₹1.11 Cr
₹0.91 Cr
Deepest Drawdown
−24.20%
−30.57%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.13%
Median Rolling Year
13.89%
18.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 22% · M 16% · S 61%
Number of Stocks
96
69
Portfolio P/E
27.01
70.14
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%
Laurus Labs Ltd · 9.84%
Cupid Ltd · 9.39%
Diamond Power Infrastructure Ltd · 9.20%
Krishana Phoschem Ltd · 6.22%
Divis Laboratories Ltd · 5.76%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Healthcare · 24.35%
Automobile and Auto Components · 15.77%
Chemicals · 15.03%
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%