Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Equentis Multi-Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Equentis Multi-Cap 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%
1.89%
6 Months
6.20%
6.49%
1 Year
9.45%
7.74%
3 Years
11.74%
—
5 Years
—
—
Since Inception
12.77%
3.50%
Fund Age
3 yrs 7 mo
18 mo
AUM
₹223.43 Cr
₹90.44 Cr
Alpha – 1 Year
9.88%
8.09%
Alpha – 3 Years
3.17%
—
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
16.24%
16.04%
Volatility – 3 Years
16.22%
—
Beta – 1 Year
0.89
0.97
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.30
0.21
Sharpe Ratio – 3 Years
0.44
—
Worst Rolling Year
11.49%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−24.20%
−13.86%
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 40% · M 23% · S 27%
Number of Stocks
96
110
Portfolio P/E
27.01
36.94
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 · 7.82%
State Bank of India · 3.75%
ICICI Bank Ltd · 3.24%
SBI Funds Management Ltd · 3.19%
Nippon India ETF Nifty PSU Bank BeES · 3.14%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 32.15%
Healthcare · 9.55%
Consumer Services · 8.50%
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%