Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs BugleRock -Special Situations Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
BugleRock -Special Situations Portfolio
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%
3.43%
6 Months
6.20%
12.26%
1 Year
9.45%
9.01%
3 Years
11.74%
15.14%
5 Years
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Since Inception
12.77%
25.86%
Fund Age
3 yrs 7 mo
4 yrs
AUM
₹223.43 Cr
₹78.11 Cr
Alpha – 1 Year
9.88%
4.29%
Alpha – 3 Years
3.17%
3.05%
Information Ratio – 3 Years
0.40
0.50
Volatility – 1 Year
16.24%
23.53%
Volatility – 3 Years
16.22%
19.64%
Beta – 1 Year
0.89
1.22
Beta – 3 Years
1.02
1.04
Sharpe Ratio – 1 Year
0.30
0.25
Sharpe Ratio – 3 Years
0.44
0.67
Worst Rolling Year
11.49%
15.15%
Value at Worst Rolling Year
₹1.11 Cr
₹1.15 Cr
Deepest Drawdown
−24.20%
−22.93%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
23.14%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
M 3% · S 85%
Number of Stocks
96
20
Portfolio P/E
27.01
18.26
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 · 12.50%
Vascon Engineers Ltd · 5.50%
Ashiana Housing Ltd · 5.50%
Wonderla Holidays Ltd · 5.50%
Accelya Solutions India Ltd · 5.25%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Realty · 20.75%
Financial Services · 17.50%
Consumer Services · 10.50%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%