Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Geojit - Ethical Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Geojit - Ethical 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%
1.73%
6 Months
6.20%
9.02%
1 Year
9.45%
1.62%
3 Years
11.74%
4.68%
5 Years
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Since Inception
12.77%
5.77%
Fund Age
3 yrs 7 mo
4 yrs 7 mo
AUM
₹223.43 Cr
₹13.09 Cr
Alpha – 1 Year
9.88%
−3.10%
Alpha – 3 Years
3.17%
−7.41%
Information Ratio – 3 Years
0.40
-1.02
Volatility – 1 Year
16.24%
18.69%
Volatility – 3 Years
16.22%
17.05%
Beta – 1 Year
0.89
0.99
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
0.30
-0.11
Sharpe Ratio – 3 Years
0.44
0.01
Worst Rolling Year
11.49%
2.83%
Value at Worst Rolling Year
₹1.11 Cr
₹1.03 Cr
Deepest Drawdown
−24.20%
−28.39%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
7.57%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 33% · M 17% · S 45%
Number of Stocks
96
30
Portfolio P/E
27.01
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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%
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Fixed Fee
1.35% / yr
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Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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