Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Centrum PMS - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Centrum PMS - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
1.04%
6 Months
6.20%
0.68%
1 Year
9.45%
4.83%
3 Years
11.74%
11.13%
5 Years
—
9.90%
Since Inception
12.77%
12.28%
Fund Age
3 yrs 7 mo
15 yrs 2 mo
AUM
₹223.43 Cr
₹29.37 Cr
Alpha – 1 Year
9.88%
0.11%
Alpha – 3 Years
3.17%
−0.96%
Information Ratio – 3 Years
0.40
-0.05
Volatility – 1 Year
16.24%
19.36%
Volatility – 3 Years
16.22%
17.04%
Beta – 1 Year
0.89
1.09
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
0.30
0.06
Sharpe Ratio – 3 Years
0.44
0.43
Worst Rolling Year
11.49%
-9.48%
Value at Worst Rolling Year
₹1.11 Cr
₹0.91 Cr
Deepest Drawdown
−24.20%
−20.50%
Recovery Period
Not yet recovered
315 days
1-Year Rolling Windows Positive
100.00%
93.37%
Median Rolling Year
13.89%
15.70%
5-Year Rolling Windows Positive
—
98.37%
Market-Cap Mix
L 45% · M 31% · S 19%
L 58% · M 7% · S 23%
Number of Stocks
96
23
Portfolio P/E
27.01
35.03
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 · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
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%