Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Green Portfolio - Dividend Yield Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Green Portfolio - Dividend Yield 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%
4.23%
6 Months
6.20%
20.17%
1 Year
9.45%
23.99%
3 Years
11.74%
27.20%
5 Years
—
23.84%
Since Inception
12.77%
30.10%
Fund Age
3 yrs 7 mo
6 yrs 10 mo
AUM
₹223.43 Cr
₹35.35 Cr
Alpha – 1 Year
9.88%
21.01%
Alpha – 3 Years
3.17%
15.30%
Information Ratio – 3 Years
0.40
0.93
Volatility – 1 Year
16.24%
22.70%
Volatility – 3 Years
16.22%
22.95%
Beta – 1 Year
0.89
1.18
Beta – 3 Years
1.02
1.16
Sharpe Ratio – 1 Year
0.30
0.81
Sharpe Ratio – 3 Years
0.44
0.94
Worst Rolling Year
11.49%
23.60%
Value at Worst Rolling Year
₹1.11 Cr
₹1.24 Cr
Deepest Drawdown
−24.20%
−22.14%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
32.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 23% · M 14% · S 63%
Number of Stocks
96
28
Portfolio P/E
27.01
19.32
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%
Vedanta Ltd · 11.17%
Great Eastern Shipping Company Ltd · 7.63%
Alivus Life Sciences Ltd · 6.86%
Cash & Cash Equivalent · 6.86%
Banco Products (India) Ltd · 6.74%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%