Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Equentis Concentrated Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Equentis Concentrated Portfolio
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%
2.11%
6 Months
6.20%
6.51%
1 Year
9.45%
4.40%
3 Years
11.74%
—
5 Years
—
—
Since Inception
12.77%
5.71%
Fund Age
3 yrs 7 mo
18 mo
AUM
₹223.43 Cr
₹24.25 Cr
Alpha – 1 Year
9.88%
4.75%
Alpha – 3 Years
3.17%
—
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
16.24%
15.94%
Volatility – 3 Years
16.22%
—
Beta – 1 Year
0.89
0.93
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.30
0.02
Sharpe Ratio – 3 Years
0.44
—
Worst Rolling Year
11.49%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−24.20%
−14.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.89%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 45% · M 31% · S 19%
L 56% · M 22% · S 19%
Number of Stocks
96
59
Portfolio P/E
27.01
41.96
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 · 7.76%
State Bank of India · 4.90%
Nippon India ETF Nifty PSU Bank BeES · 4.32%
Lenskart Solutions Ltd · 3.99%
ICICI Pru Nifty Metal ETF · 3.85%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 30.22%
Consumer Services · 10.32%
Healthcare · 9.79%
Fixed Fee
1.35% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%