Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Emkay Investments - ENVI
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%
5.18%
6 Months
6.20%
19.69%
1 Year
9.45%
25.97%
3 Years
11.74%
17.02%
5 Years
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Since Inception
12.77%
24.02%
Fund Age
3 yrs 7 mo
4 yrs 2 mo
AUM
₹223.43 Cr
₹101.01 Cr
Alpha – 1 Year
9.88%
21.25%
Alpha – 3 Years
3.17%
4.93%
Information Ratio – 3 Years
0.40
0.46
Volatility – 1 Year
16.24%
21.63%
Volatility – 3 Years
16.22%
19.42%
Beta – 1 Year
0.89
1.10
Beta – 3 Years
1.02
1.04
Sharpe Ratio – 1 Year
0.30
0.93
Sharpe Ratio – 3 Years
0.44
0.65
Worst Rolling Year
11.49%
16.82%
Value at Worst Rolling Year
₹1.11 Cr
₹1.17 Cr
Deepest Drawdown
−24.20%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
19.58%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 26% · M 14% · S 51%
Number of Stocks
96
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Portfolio P/E
27.01
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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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
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Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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