Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Fortuna One: Long term Capital Compounding Approach
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Fortuna One: Long term Capital Compounding Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.67%
4.05%
6 Months
6.20%
16.98%
1 Year
9.45%
13.25%
3 Years
11.74%
23.80%
5 Years
—
—
Since Inception
12.77%
27.59%
Fund Age
3 yrs 7 mo
3 yrs 1 mo
AUM
₹223.43 Cr
₹90.57 Cr
Alpha – 1 Year
9.88%
8.53%
Alpha – 3 Years
3.17%
11.71%
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
16.24%
28.81%
Volatility – 3 Years
16.22%
28.81%
Beta – 1 Year
0.89
—
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.30
0.51
Sharpe Ratio – 3 Years
0.44
0.51
Worst Rolling Year
11.49%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−24.20%
−15.75%
Recovery Period
Not yet recovered
36 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.89%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 45% · M 31% · S 19%
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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%
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Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
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Fixed Fee
1.35% / yr
—
Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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