Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Composite India - GARP 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%
3.99%
6 Months
6.20%
22.77%
1 Year
9.45%
24.21%
3 Years
11.74%
13.20%
5 Years
—
12.56%
Since Inception
12.77%
18.69%
Fund Age
3 yrs 7 mo
7 yrs 4 mo
AUM
₹223.43 Cr
₹114.64 Cr
Alpha – 1 Year
9.88%
19.49%
Alpha – 3 Years
3.17%
1.43%
Information Ratio – 3 Years
0.40
0.12
Volatility – 1 Year
16.24%
24.82%
Volatility – 3 Years
16.22%
21.64%
Beta – 1 Year
0.89
1.34
Beta – 3 Years
1.02
1.13
Sharpe Ratio – 1 Year
0.30
0.78
Sharpe Ratio – 3 Years
0.44
0.46
Worst Rolling Year
11.49%
10.43%
Value at Worst Rolling Year
₹1.11 Cr
₹1.10 Cr
Deepest Drawdown
−24.20%
−24.42%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
18.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 20% · M 28% · S 47%
Number of Stocks
96
32
Portfolio P/E
27.01
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%