Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Geojit - Dakshin Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Geojit - Dakshin Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
5.71%
6 Months
6.20%
14.23%
1 Year
9.45%
3.21%
3 Years
11.74%
5.69%
5 Years
—
7.11%
Since Inception
12.77%
10.49%
Fund Age
3 yrs 7 mo
7 yrs 5 mo
AUM
₹223.43 Cr
₹42.11 Cr
Alpha – 1 Year
9.88%
−1.51%
Alpha – 3 Years
3.17%
−6.40%
Information Ratio – 3 Years
0.40
-0.66
Volatility – 1 Year
16.24%
23.23%
Volatility – 3 Years
16.22%
20.09%
Beta – 1 Year
0.89
1.19
Beta – 3 Years
1.02
1.14
Sharpe Ratio – 1 Year
0.30
0.01
Sharpe Ratio – 3 Years
0.44
0.09
Worst Rolling Year
11.49%
3.79%
Value at Worst Rolling Year
₹1.11 Cr
₹1.04 Cr
Deepest Drawdown
−24.20%
−36.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
M 7% · S 91%
Number of Stocks
96
25
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%
Pricol Ltd · 4.74%
Sundram Fasteners Ltd · 4.48%
Tanla Platforms Ltd · 4.37%
Star Health & Allied Insurance Company Ltd · 4.34%
KFin Technologies Ltd · 4.26%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Information Technology · 18.94%
Healthcare · 15.45%
Capital Goods · 14.67%
Fixed Fee
1.35% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—