Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs HDFC India Ascent Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
HDFC India Ascent Portfolio - DPMS
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
−1.07%
6 Months
6.20%
1.78%
1 Year
9.45%
5.40%
3 Years
11.74%
8.85%
5 Years
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Since Inception
12.77%
10.06%
Fund Age
3 yrs 7 mo
3 yrs 2 mo
AUM
₹223.43 Cr
₹6 Cr
Alpha – 1 Year
9.88%
0.68%
Alpha – 3 Years
3.17%
−3.24%
Information Ratio – 3 Years
0.40
-0.36
Volatility – 1 Year
16.24%
19.91%
Volatility – 3 Years
16.22%
17.03%
Beta – 1 Year
0.89
1.12
Beta – 3 Years
1.02
1.05
Sharpe Ratio – 1 Year
0.30
0.09
Sharpe Ratio – 3 Years
0.44
0.27
Worst Rolling Year
11.49%
8.77%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−24.20%
−18.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
10.14%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
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Number of Stocks
96
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Portfolio P/E
27.01
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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%
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Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
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Fixed Fee
1.35% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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