Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Centrum PMS - Micro
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
5.99%
6 Months
6.20%
26.63%
1 Year
9.45%
16.86%
3 Years
11.74%
13.24%
5 Years
—
17.56%
Since Inception
12.77%
16.65%
Fund Age
3 yrs 7 mo
10 yrs 1 mo
AUM
₹223.43 Cr
₹11.38 Cr
Alpha – 1 Year
9.88%
12.14%
Alpha – 3 Years
3.17%
1.15%
Information Ratio – 3 Years
0.40
0.20
Volatility – 1 Year
16.24%
29.32%
Volatility – 3 Years
16.22%
24.13%
Beta – 1 Year
0.89
1.44
Beta – 3 Years
1.02
1.15
Sharpe Ratio – 1 Year
0.30
0.48
Sharpe Ratio – 3 Years
0.44
0.50
Worst Rolling Year
11.49%
-10.45%
Value at Worst Rolling Year
₹1.11 Cr
₹0.90 Cr
Deepest Drawdown
−24.20%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
13.89%
20.93%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
M 1% · S 95%
Number of Stocks
96
28
Portfolio P/E
27.01
41.96
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%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
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%