Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
−0.04%
6 Months
6.20%
−3.71%
1 Year
9.45%
−1.23%
3 Years
11.74%
7.88%
5 Years
—
5.71%
Since Inception
12.77%
9.28%
Fund Age
3 yrs 7 mo
7 yrs 1 mo
AUM
₹223.43 Cr
₹2.48 Cr
Alpha – 1 Year
9.88%
−5.95%
Alpha – 3 Years
3.17%
−4.21%
Information Ratio – 3 Years
0.40
-1.27
Volatility – 1 Year
16.24%
17.16%
Volatility – 3 Years
16.22%
14.17%
Beta – 1 Year
0.89
0.98
Beta – 3 Years
1.02
0.90
Sharpe Ratio – 1 Year
0.30
-0.29
Sharpe Ratio – 3 Years
0.44
0.17
Worst Rolling Year
11.49%
5.24%
Value at Worst Rolling Year
₹1.11 Cr
₹1.05 Cr
Deepest Drawdown
−24.20%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
11.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 92% · M 4%
Number of Stocks
96
26
Portfolio P/E
27.01
29.84
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%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
1.35% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%