Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Ckredence-Diversified Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
5.36%
6 Months
6.20%
17.83%
1 Year
9.45%
22.60%
3 Years
11.74%
18.89%
5 Years
—
16.73%
Since Inception
12.77%
18.63%
Fund Age
3 yrs 7 mo
5 yrs 2 mo
AUM
₹223.43 Cr
₹146.97 Cr
Alpha – 1 Year
9.88%
17.88%
Alpha – 3 Years
3.17%
6.80%
Information Ratio – 3 Years
0.40
0.75
Volatility – 1 Year
16.24%
20.18%
Volatility – 3 Years
16.22%
16.94%
Beta – 1 Year
0.89
1.05
Beta – 3 Years
1.02
0.94
Sharpe Ratio – 1 Year
0.30
0.85
Sharpe Ratio – 3 Years
0.44
0.80
Worst Rolling Year
11.49%
15.50%
Value at Worst Rolling Year
₹1.11 Cr
₹1.16 Cr
Deepest Drawdown
−24.20%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
20.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 20% · M 19% · S 58%
Number of Stocks
96
32
Portfolio P/E
27.01
39.10
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 · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
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%