Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Green Lantern - Growth Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Green Lantern - Growth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
1.81%
6 Months
6.20%
9.83%
1 Year
9.45%
13.53%
3 Years
11.74%
28.65%
5 Years
—
30.15%
Since Inception
12.77%
22.72%
Fund Age
3 yrs 7 mo
8 yrs 8 mo
AUM
₹223.43 Cr
₹1,835.92 Cr
Alpha – 1 Year
9.88%
8.81%
Alpha – 3 Years
3.17%
16.56%
Information Ratio – 3 Years
0.40
1.28
Volatility – 1 Year
16.24%
19.12%
Volatility – 3 Years
16.22%
18.89%
Beta – 1 Year
0.89
0.96
Beta – 3 Years
1.02
0.91
Sharpe Ratio – 1 Year
0.30
0.47
Sharpe Ratio – 3 Years
0.44
1.16
Worst Rolling Year
11.49%
-6.00%
Value at Worst Rolling Year
₹1.11 Cr
₹0.94 Cr
Deepest Drawdown
−24.20%
−13.66%
Recovery Period
Not yet recovered
411 days
1-Year Rolling Windows Positive
100.00%
97.32%
Median Rolling Year
13.89%
40.41%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 24% · M 10% · S 45%
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%
Exide Industries Ltd
Bharat Heavy Electricals Ltd
State Bank of India
Engineers India Ltd
Alivus Life Sciences Ltd
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 26.98%
Healthcare · 13.37%
Automobile and Auto Components · 11.01%
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%