Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Edelweiss - Focused Mid & Small Cap
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Edelweiss - Focused Mid & Small Cap
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%
3.36%
6 Months
6.20%
18.59%
1 Year
9.45%
13.77%
3 Years
11.74%
9.52%
5 Years
—
8.40%
Since Inception
12.77%
10.24%
Fund Age
3 yrs 7 mo
11 yrs
AUM
₹223.43 Cr
₹20.83 Cr
Alpha – 1 Year
9.88%
14.12%
Alpha – 3 Years
3.17%
0.53%
Information Ratio – 3 Years
0.40
0.07
Volatility – 1 Year
16.24%
22.14%
Volatility – 3 Years
16.22%
20.01%
Beta – 1 Year
0.89
1.14
Beta – 3 Years
1.02
1.14
Sharpe Ratio – 1 Year
0.30
0.45
Sharpe Ratio – 3 Years
0.44
0.29
Worst Rolling Year
11.49%
-15.27%
Value at Worst Rolling Year
₹1.11 Cr
₹0.85 Cr
Deepest Drawdown
−24.20%
−27.52%
Recovery Period
Not yet recovered
441 days
1-Year Rolling Windows Positive
100.00%
76.89%
Median Rolling Year
13.89%
10.76%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 7% · M 9% · S 77%
Number of Stocks
96
25
Portfolio P/E
27.01
29.80
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%
Cash & Cash Equivalent · 7.48%
Kirloskar Oil Engines Ltd · 6.53%
Aster DM Quality Care Ltd · 6.47%
Neuland Laboratories Ltd · 5.88%
Equitas Small Finance Bank Ltd · 5.65%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 24.30%
Healthcare · 19.99%
Consumer Services · 11.90%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%