Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
2.33%
6 Months
6.20%
5.53%
1 Year
9.45%
9.60%
3 Years
11.74%
6.75%
5 Years
—
7.07%
Since Inception
12.77%
13.02%
Fund Age
3 yrs 7 mo
14 yrs 9 mo
AUM
₹223.43 Cr
₹179.27 Cr
Alpha – 1 Year
9.88%
9.95%
Alpha – 3 Years
3.17%
−2.25%
Information Ratio – 3 Years
0.40
-0.39
Volatility – 1 Year
16.24%
17.14%
Volatility – 3 Years
16.22%
14.92%
Beta – 1 Year
0.89
1.04
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
0.30
0.31
Sharpe Ratio – 3 Years
0.44
0.15
Worst Rolling Year
11.49%
-6.19%
Value at Worst Rolling Year
₹1.11 Cr
₹0.94 Cr
Deepest Drawdown
−24.20%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.53%
Median Rolling Year
13.89%
12.72%
5-Year Rolling Windows Positive
—
99.15%
Market-Cap Mix
L 45% · M 31% · S 19%
L 69% · M 12% · S 15%
Number of Stocks
96
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
1.35% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—