Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Green Portfolio - Super 30 Dynamic
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%
−0.92%
6 Months
6.20%
32.15%
1 Year
9.45%
16.77%
3 Years
11.74%
19.00%
5 Years
—
20.10%
Since Inception
12.77%
27.01%
Fund Age
3 yrs 7 mo
6 yrs 10 mo
AUM
₹223.43 Cr
₹247.64 Cr
Alpha – 1 Year
9.88%
13.79%
Alpha – 3 Years
3.17%
7.10%
Information Ratio – 3 Years
0.40
0.30
Volatility – 1 Year
16.24%
39.13%
Volatility – 3 Years
16.22%
29.47%
Beta – 1 Year
0.89
1.87
Beta – 3 Years
1.02
1.36
Sharpe Ratio – 1 Year
0.30
0.42
Sharpe Ratio – 3 Years
0.44
0.55
Worst Rolling Year
11.49%
15.03%
Value at Worst Rolling Year
₹1.11 Cr
₹1.15 Cr
Deepest Drawdown
−24.20%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
31.90%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
S 80%
Number of Stocks
96
42
Portfolio P/E
27.01
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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%