Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Citrus -Sector Leaders Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Citrus -Sector Leaders Fund
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%
2.91%
6 Months
6.20%
4.40%
1 Year
9.45%
7.01%
3 Years
11.74%
10.97%
5 Years
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Since Inception
12.77%
10.85%
Fund Age
3 yrs 7 mo
3 yrs
AUM
₹223.43 Cr
₹47.29 Cr
Alpha – 1 Year
9.88%
7.36%
Alpha – 3 Years
3.17%
1.97%
Information Ratio – 3 Years
0.40
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Volatility – 1 Year
16.24%
—
Volatility – 3 Years
16.22%
—
Beta – 1 Year
0.89
—
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.30
—
Sharpe Ratio – 3 Years
0.44
—
Worst Rolling Year
11.49%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−24.20%
—
Recovery Period
Not yet recovered
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1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.89%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 76% · M 4% · S 18%
Number of Stocks
96
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Portfolio P/E
27.01
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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%
ICICI Bank Ltd · 5.98%
Reliance Industries Ltd · 4.48%
HDFC Bank Ltd · 4.10%
Shilpa Medicare Ltd · 4.06%
Bank of Baroda · 3.98%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
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Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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