Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.67%
−3.81%
6 Months
6.20%
10.86%
1 Year
9.45%
−4.49%
3 Years
11.74%
22.00%
5 Years
—
21.09%
Since Inception
12.77%
7.35%
Fund Age
3 yrs 7 mo
8 yrs 9 mo
AUM
₹223.43 Cr
₹1,454.75 Cr
Alpha – 1 Year
9.88%
−7.47%
Alpha – 3 Years
3.17%
10.11%
Information Ratio – 3 Years
0.40
0.32
Volatility – 1 Year
16.24%
31.30%
Volatility – 3 Years
16.22%
27.30%
Beta – 1 Year
0.89
1.42
Beta – 3 Years
1.02
1.22
Sharpe Ratio – 1 Year
0.30
-0.18
Sharpe Ratio – 3 Years
0.44
0.66
Worst Rolling Year
11.49%
-30.88%
Value at Worst Rolling Year
₹1.11 Cr
₹0.69 Cr
Deepest Drawdown
−24.20%
−34.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
83.55%
Median Rolling Year
13.89%
31.74%
5-Year Rolling Windows Positive
—
82.61%
Market-Cap Mix
L 45% · M 31% · S 19%
L 0% · S 88%
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%
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%