Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs First Global - Indian Multi Asset Allocation
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
First Global - Indian Multi Asset Allocation
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
1.49%
6 Months
6.20%
−0.27%
1 Year
9.45%
7.71%
3 Years
11.74%
8.88%
5 Years
—
8.76%
Since Inception
12.77%
13.52%
Fund Age
3 yrs 7 mo
6 yrs 6 mo
AUM
₹223.43 Cr
₹23.87 Cr
Alpha – 1 Year
9.88%
0.17%
Alpha – 3 Years
3.17%
−2.38%
Information Ratio – 3 Years
0.40
-0.16
Volatility – 1 Year
16.24%
13.29%
Volatility – 3 Years
16.22%
12.09%
Beta – 1 Year
0.89
1.31
Beta – 3 Years
1.02
1.39
Sharpe Ratio – 1 Year
0.30
0.23
Sharpe Ratio – 3 Years
0.44
0.33
Worst Rolling Year
11.49%
8.03%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−24.20%
−16.96%
Recovery Period
Not yet recovered
334 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
14.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
—
Number of Stocks
96
66
Portfolio P/E
27.01
19.43
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%
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
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
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%