Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Equirus Securities - Long Horizon Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Equirus Securities - Long Horizon Fund
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%
5.54%
6 Months
6.20%
29.52%
1 Year
9.45%
27.35%
3 Years
11.74%
14.30%
5 Years
—
12.28%
Since Inception
12.77%
21.22%
Fund Age
3 yrs 7 mo
9 yrs 10 mo
AUM
₹223.43 Cr
₹374.43 Cr
Alpha – 1 Year
9.88%
22.63%
Alpha – 3 Years
3.17%
2.21%
Information Ratio – 3 Years
0.40
0.15
Volatility – 1 Year
16.24%
28.49%
Volatility – 3 Years
16.22%
24.50%
Beta – 1 Year
0.89
1.39
Beta – 3 Years
1.02
1.24
Sharpe Ratio – 1 Year
0.30
0.80
Sharpe Ratio – 3 Years
0.44
0.46
Worst Rolling Year
11.49%
-3.89%
Value at Worst Rolling Year
₹1.11 Cr
₹0.96 Cr
Deepest Drawdown
−24.20%
−30.92%
Recovery Period
Not yet recovered
484 days
1-Year Rolling Windows Positive
100.00%
98.76%
Median Rolling Year
13.89%
18.04%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
M 4% · S 95%
Number of Stocks
96
29
Portfolio P/E
27.01
36.10
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%
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%