Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs ICICI Prudential - ACE Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
ICICI Prudential - ACE Portfolio
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%
1.50%
6 Months
6.20%
6.39%
1 Year
9.45%
8.34%
3 Years
11.74%
20.57%
5 Years
—
14.25%
Since Inception
12.77%
14.53%
Fund Age
3 yrs 7 mo
15 yrs 8 mo
AUM
₹223.43 Cr
₹1,471.29 Cr
Alpha – 1 Year
9.88%
3.62%
Alpha – 3 Years
3.17%
8.48%
Information Ratio – 3 Years
0.40
1.81
Volatility – 1 Year
16.24%
17.64%
Volatility – 3 Years
16.22%
15.55%
Beta – 1 Year
0.89
1.00
Beta – 3 Years
1.02
0.98
Sharpe Ratio – 1 Year
0.30
0.24
Sharpe Ratio – 3 Years
0.44
0.95
Worst Rolling Year
11.49%
-7.80%
Value at Worst Rolling Year
₹1.11 Cr
₹0.92 Cr
Deepest Drawdown
−24.20%
−18.41%
Recovery Period
Not yet recovered
158 days
1-Year Rolling Windows Positive
100.00%
94.89%
Median Rolling Year
13.89%
19.16%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 49% · M 16% · S 33%
Number of Stocks
96
33
Portfolio P/E
27.01
29.89
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%
FSN E-Commerce Ventures Ltd · 5.67%
ICICI Bank Ltd · 5.66%
Eternal Ltd · 5.22%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.47%
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%
1% / 0% / 0%