Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
6.20%
2.75%
1 Year
9.45%
19.54%
3 Years
11.74%
16.88%
5 Years
—
17.69%
Since Inception
12.77%
15.84%
Fund Age
3 yrs 7 mo
8 yrs
AUM
₹223.43 Cr
₹335.72 Cr
Alpha – 1 Year
9.88%
19.89%
Alpha – 3 Years
3.17%
7.88%
Information Ratio – 3 Years
0.40
0.91
Volatility – 1 Year
16.24%
22.09%
Volatility – 3 Years
16.22%
17.60%
Beta – 1 Year
0.89
1.28
Beta – 3 Years
1.02
1.08
Sharpe Ratio – 1 Year
0.30
0.68
Sharpe Ratio – 3 Years
0.44
0.74
Worst Rolling Year
11.49%
9.01%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−24.20%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
21.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 57% · M 6% · S 37%
Number of Stocks
96
192
Portfolio P/E
27.01
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
1.35% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%