Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Composite India - Emerging Star Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
5.76%
6 Months
6.20%
25.00%
1 Year
9.45%
17.14%
3 Years
11.74%
16.20%
5 Years
—
15.34%
Since Inception
12.77%
19.60%
Fund Age
3 yrs 7 mo
7 yrs 3 mo
AUM
₹223.43 Cr
₹127.23 Cr
Alpha – 1 Year
9.88%
12.42%
Alpha – 3 Years
3.17%
4.43%
Information Ratio – 3 Years
0.40
0.38
Volatility – 1 Year
16.24%
23.12%
Volatility – 3 Years
16.22%
20.20%
Beta – 1 Year
0.89
1.18
Beta – 3 Years
1.02
1.05
Sharpe Ratio – 1 Year
0.30
0.56
Sharpe Ratio – 3 Years
0.44
0.61
Worst Rolling Year
11.49%
13.55%
Value at Worst Rolling Year
₹1.11 Cr
₹1.14 Cr
Deepest Drawdown
−24.20%
−26.74%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
20.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 26% · M 19% · S 50%
Number of Stocks
96
101
Portfolio P/E
27.01
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
1.35% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%