Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Centrum PMS - Deep Value IV
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Centrum PMS - Deep Value IV
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%
1.10%
6 Months
6.20%
9.66%
1 Year
9.45%
−3.09%
3 Years
11.74%
6.08%
5 Years
—
7.39%
Since Inception
12.77%
14.00%
Fund Age
3 yrs 7 mo
10 yrs 8 mo
AUM
₹223.43 Cr
₹23.99 Cr
Alpha – 1 Year
9.88%
−7.81%
Alpha – 3 Years
3.17%
−6.01%
Information Ratio – 3 Years
0.40
-0.36
Volatility – 1 Year
16.24%
26.88%
Volatility – 3 Years
16.22%
21.87%
Beta – 1 Year
0.89
1.39
Beta – 3 Years
1.02
1.17
Sharpe Ratio – 1 Year
0.30
-0.19
Sharpe Ratio – 3 Years
0.44
0.19
Worst Rolling Year
11.49%
-6.71%
Value at Worst Rolling Year
₹1.11 Cr
₹0.93 Cr
Deepest Drawdown
−24.20%
−35.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
97.09%
Median Rolling Year
13.89%
15.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 2% · M 15% · S 82%
Number of Stocks
96
25
Portfolio P/E
27.01
44.86
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%
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%