Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Buoyant - Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Buoyant - Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
1.73%
6 Months
6.20%
2.87%
1 Year
9.45%
8.13%
3 Years
11.74%
16.18%
5 Years
—
18.39%
Since Inception
12.77%
20.76%
Fund Age
3 yrs 7 mo
10 yrs
AUM
₹223.43 Cr
₹12,257.23 Cr
Alpha – 1 Year
9.88%
5.15%
Alpha – 3 Years
3.17%
4.29%
Information Ratio – 3 Years
0.40
0.41
Volatility – 1 Year
16.24%
17.45%
Volatility – 3 Years
16.22%
14.35%
Beta – 1 Year
0.89
0.98
Beta – 3 Years
1.02
0.87
Sharpe Ratio – 1 Year
0.30
0.22
Sharpe Ratio – 3 Years
0.44
0.68
Worst Rolling Year
11.49%
-5.58%
Value at Worst Rolling Year
₹1.11 Cr
₹0.94 Cr
Deepest Drawdown
−24.20%
−13.15%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
87.09%
Median Rolling Year
13.89%
23.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 55% · M 21% · S 12%
Number of Stocks
96
40
Portfolio P/E
27.01
24.82
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 · 7.56%
ICICI Bank Ltd · 7.26%
Axis Bank Ltd · 5.83%
Other Funds · 3.82%
Bharti Airtel Ltd · 3.73%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%