Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Ckredence Wealth Management Pvt Ltd - ICE Growth
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Ckredence Wealth Management Pvt Ltd - ICE Growth
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%
5.63%
6 Months
6.20%
23.45%
1 Year
9.45%
23.62%
3 Years
11.74%
—
5 Years
—
—
Since Inception
12.77%
12.60%
Fund Age
3 yrs 7 mo
1 yr 10 mo
AUM
₹223.43 Cr
₹187.26 Cr
Alpha – 1 Year
9.88%
18.90%
Alpha – 3 Years
3.17%
—
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
16.24%
20.87%
Volatility – 3 Years
16.22%
—
Beta – 1 Year
0.89
1.10
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.30
0.87
Sharpe Ratio – 3 Years
0.44
—
Worst Rolling Year
11.49%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−24.20%
−15.33%
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 9% · M 29% · S 56%
Number of Stocks
96
33
Portfolio P/E
27.01
73.30
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 · 11.28%
Cash & Cash Equivalent · 7.17%
Aether Industries Ltd · 5.12%
The Ramco Cements Ltd · 3.83%
Interglobe Aviation Ltd · 3.66%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
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%