Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Helios - India Rising PMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Helios - India Rising PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
0.02%
6 Months
6.20%
5.63%
1 Year
9.45%
4.60%
3 Years
11.74%
14.51%
5 Years
—
12.90%
Since Inception
12.77%
19.56%
Fund Age
3 yrs 7 mo
6 yrs 4 mo
AUM
₹223.43 Cr
₹1,566.43 Cr
Alpha – 1 Year
9.88%
1.62%
Alpha – 3 Years
3.17%
2.62%
Information Ratio – 3 Years
0.40
0.58
Volatility – 1 Year
16.24%
21.65%
Volatility – 3 Years
16.22%
16.64%
Beta – 1 Year
0.89
1.18
Beta – 3 Years
1.02
1.02
Sharpe Ratio – 1 Year
0.30
0.06
Sharpe Ratio – 3 Years
0.44
0.58
Worst Rolling Year
11.49%
12.32%
Value at Worst Rolling Year
₹1.11 Cr
₹1.12 Cr
Deepest Drawdown
−24.20%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
19.14%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 41% · M 24% · S 29%
Number of Stocks
96
42
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%
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%