Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Ckredence-All Weather Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
3.56%
6 Months
6.20%
14.31%
1 Year
9.45%
23.04%
3 Years
11.74%
17.41%
5 Years
—
14.44%
Since Inception
12.77%
16.04%
Fund Age
3 yrs 7 mo
5 yrs 2 mo
AUM
₹223.43 Cr
₹246.55 Cr
Alpha – 1 Year
9.88%
18.32%
Alpha – 3 Years
3.17%
5.32%
Information Ratio – 3 Years
0.40
0.69
Volatility – 1 Year
16.24%
16.66%
Volatility – 3 Years
16.22%
14.65%
Beta – 1 Year
0.89
0.91
Beta – 3 Years
1.02
0.83
Sharpe Ratio – 1 Year
0.30
1.02
Sharpe Ratio – 3 Years
0.44
0.82
Worst Rolling Year
11.49%
13.49%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−24.20%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 31% · M 25% · S 41%
Number of Stocks
96
33
Portfolio P/E
27.01
48.70
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%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
1.35% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%