Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Green Portfolio - Special
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.67%
2.75%
6 Months
6.20%
26.95%
1 Year
9.45%
13.12%
3 Years
11.74%
17.80%
5 Years
—
15.04%
Since Inception
12.77%
22.70%
Fund Age
3 yrs 7 mo
8 yrs
AUM
₹223.43 Cr
₹357.26 Cr
Alpha – 1 Year
9.88%
10.14%
Alpha – 3 Years
3.17%
5.90%
Information Ratio – 3 Years
0.40
0.31
Volatility – 1 Year
16.24%
32.38%
Volatility – 3 Years
16.22%
25.45%
Beta – 1 Year
0.89
1.68
Beta – 3 Years
1.02
1.37
Sharpe Ratio – 1 Year
0.30
0.36
Sharpe Ratio – 3 Years
0.44
0.56
Worst Rolling Year
11.49%
11.19%
Value at Worst Rolling Year
₹1.11 Cr
₹1.11 Cr
Deepest Drawdown
−24.20%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
27.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 7% · M 19% · S 59%
Number of Stocks
96
42
Portfolio P/E
27.01
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
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%