Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Capgrow - Growth
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Capgrow - Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
3.35%
6 Months
6.20%
3.75%
1 Year
9.45%
−5.76%
3 Years
11.74%
3.98%
5 Years
—
6.05%
Since Inception
12.77%
9.94%
Fund Age
3 yrs 7 mo
7 yrs 9 mo
AUM
₹223.43 Cr
₹45.09 Cr
Alpha – 1 Year
9.88%
−8.74%
Alpha – 3 Years
3.17%
−7.91%
Information Ratio – 3 Years
0.40
-1.11
Volatility – 1 Year
16.24%
21.69%
Volatility – 3 Years
16.22%
18.00%
Beta – 1 Year
0.89
1.21
Beta – 3 Years
1.02
1.08
Sharpe Ratio – 1 Year
0.30
-0.42
Sharpe Ratio – 3 Years
0.44
0.01
Worst Rolling Year
11.49%
3.08%
Value at Worst Rolling Year
₹1.11 Cr
₹1.03 Cr
Deepest Drawdown
−24.20%
−29.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
12.65%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 35% · M 13% · S 51%
Number of Stocks
96
43
Portfolio P/E
27.01
—
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%
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%