Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Envision Capital - India Opportunities
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%
3.39%
6 Months
6.20%
19.31%
1 Year
9.45%
11.21%
3 Years
11.74%
13.34%
5 Years
—
15.02%
Since Inception
12.77%
17.08%
Fund Age
3 yrs 7 mo
5 yrs 4 mo
AUM
₹223.43 Cr
₹135.65 Cr
Alpha – 1 Year
9.88%
6.49%
Alpha – 3 Years
3.17%
1.25%
Information Ratio – 3 Years
0.40
0.12
Volatility – 1 Year
16.24%
20.71%
Volatility – 3 Years
16.22%
17.79%
Beta – 1 Year
0.89
1.05
Beta – 3 Years
1.02
0.97
Sharpe Ratio – 1 Year
0.30
0.35
Sharpe Ratio – 3 Years
0.44
0.50
Worst Rolling Year
11.49%
12.49%
Value at Worst Rolling Year
₹1.11 Cr
₹1.12 Cr
Deepest Drawdown
−24.20%
−25.10%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
19.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 18% · M 24% · S 55%
Number of Stocks
96
—
Portfolio P/E
27.01
—
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%
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%