Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Ckredence-Business Cycle 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%
2.97%
6 Months
6.20%
18.69%
1 Year
9.45%
17.43%
3 Years
11.74%
—
5 Years
—
—
Since Inception
12.77%
17.76%
Fund Age
3 yrs 7 mo
2 yrs 9 mo
AUM
₹223.43 Cr
₹197.55 Cr
Alpha – 1 Year
9.88%
17.78%
Alpha – 3 Years
3.17%
—
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
16.24%
20.32%
Volatility – 3 Years
16.22%
—
Beta – 1 Year
0.89
1.06
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.30
0.63
Sharpe Ratio – 3 Years
0.44
—
Worst Rolling Year
11.49%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−24.20%
−15.36%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.89%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 45% · M 31% · S 19%
L 18% · M 24% · S 51%
Number of Stocks
96
35
Portfolio P/E
27.01
35.70
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 · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
1.35% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%