Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Carnelian Capital - Shift Strategy
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Carnelian Capital - Shift Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
4.38%
6 Months
6.20%
19.54%
1 Year
9.45%
15.57%
3 Years
11.74%
20.08%
5 Years
—
21.78%
Since Inception
12.77%
32.33%
Fund Age
3 yrs 7 mo
5 yrs 10 mo
AUM
₹223.43 Cr
₹5,864.1 Cr
Alpha – 1 Year
9.88%
10.85%
Alpha – 3 Years
3.17%
8.00%
Information Ratio – 3 Years
0.40
1.40
Volatility – 1 Year
16.24%
22.27%
Volatility – 3 Years
16.22%
21.12%
Beta – 1 Year
0.89
1.15
Beta – 3 Years
1.02
1.14
Sharpe Ratio – 1 Year
0.30
0.52
Sharpe Ratio – 3 Years
0.44
0.73
Worst Rolling Year
11.49%
20.10%
Value at Worst Rolling Year
₹1.11 Cr
₹1.20 Cr
Deepest Drawdown
−24.20%
−21.05%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
30.25%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 15% · M 28% · S 52%
Number of Stocks
96
38
Portfolio P/E
27.01
29.00
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 · 8.02%
Biocon Ltd · 7.50%
Kalpataru Projects International Ltd · 5.11%
Bharat Heavy Electricals Ltd · 5.03%
Timken India Ltd · 4.01%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
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%