Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
−0.10%
6 Months
6.20%
6.51%
1 Year
9.45%
15.14%
3 Years
11.74%
23.23%
5 Years
—
23.21%
Since Inception
12.77%
29.55%
Fund Age
3 yrs 7 mo
6 yrs 6 mo
AUM
₹223.43 Cr
₹66.34 Cr
Alpha – 1 Year
9.88%
10.42%
Alpha – 3 Years
3.17%
11.14%
Information Ratio – 3 Years
0.40
1.31
Volatility – 1 Year
16.24%
19.62%
Volatility – 3 Years
16.22%
17.58%
Beta – 1 Year
0.89
1.01
Beta – 3 Years
1.02
1.01
Sharpe Ratio – 1 Year
0.30
0.54
Sharpe Ratio – 3 Years
0.44
0.98
Worst Rolling Year
11.49%
23.09%
Value at Worst Rolling Year
₹1.11 Cr
₹1.23 Cr
Deepest Drawdown
−24.20%
−16.37%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
34.82%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 34% · M 14% · S 34%
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%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
1.35% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%