Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs ICICI Prudential - Pipe Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
ICICI Prudential - Pipe Portfolio
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%
3.18%
6 Months
6.20%
10.33%
1 Year
9.45%
12.88%
3 Years
11.74%
16.20%
5 Years
—
21.51%
Since Inception
12.77%
24.95%
Fund Age
3 yrs 7 mo
6 yrs 11 mo
AUM
₹223.43 Cr
₹7,993.92 Cr
Alpha – 1 Year
9.88%
8.16%
Alpha – 3 Years
3.17%
4.11%
Information Ratio – 3 Years
0.40
0.49
Volatility – 1 Year
16.24%
18.08%
Volatility – 3 Years
16.22%
17.36%
Beta – 1 Year
0.89
0.97
Beta – 3 Years
1.02
1.00
Sharpe Ratio – 1 Year
0.30
0.46
Sharpe Ratio – 3 Years
0.44
0.65
Worst Rolling Year
11.49%
16.21%
Value at Worst Rolling Year
₹1.11 Cr
₹1.16 Cr
Deepest Drawdown
−24.20%
−22.83%
Recovery Period
Not yet recovered
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
30.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
M 14% · S 84%
Number of Stocks
96
41
Portfolio P/E
27.01
23.80
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%
Sarda Energy & Minerals Ltd · 4.39%
Honasa Consumer Ltd · 4.32%
Vardhman Textiles Ltd · 4.08%
FSN E-Commerce Ventures Ltd · 3.75%
Usha Martin Ltd · 3.68%
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%
3% / 2% / 1%