Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
IFM Alphaedge Growth Fund
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%
1.32%
6 Months
6.20%
7.54%
1 Year
9.45%
8.20%
3 Years
11.74%
—
5 Years
—
—
Since Inception
12.77%
2.83%
Fund Age
3 yrs 7 mo
14 mo
AUM
₹223.43 Cr
₹18.5 Cr
Alpha – 1 Year
9.88%
3.48%
Alpha – 3 Years
3.17%
—
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
16.24%
18.53%
Volatility – 3 Years
16.22%
—
Beta – 1 Year
0.89
1.05
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.30
0.23
Sharpe Ratio – 3 Years
0.44
—
Worst Rolling Year
11.49%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−24.20%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.89%
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 45% · M 31% · S 19%
L 47% · M 18% · S 29%
Number of Stocks
96
15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
1.35% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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