Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
2.85%
6 Months
6.20%
22.81%
1 Year
9.45%
15.74%
3 Years
11.74%
19.34%
5 Years
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Since Inception
12.77%
24.49%
Fund Age
3 yrs 7 mo
3 yrs 3 mo
AUM
₹223.43 Cr
₹446.96 Cr
Alpha – 1 Year
9.88%
11.02%
Alpha – 3 Years
3.17%
7.25%
Information Ratio – 3 Years
0.40
0.86
Volatility – 1 Year
16.24%
23.09%
Volatility – 3 Years
16.22%
17.79%
Beta – 1 Year
0.89
1.11
Beta – 3 Years
1.02
0.93
Sharpe Ratio – 1 Year
0.30
0.51
Sharpe Ratio – 3 Years
0.44
0.79
Worst Rolling Year
11.49%
19.32%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−24.20%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
21.74%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 19% · S 80%
Number of Stocks
96
30
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%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
1.35% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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