Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
4.22%
6 Months
6.20%
14.78%
1 Year
9.45%
3.60%
3 Years
11.74%
26.42%
5 Years
—
15.65%
Since Inception
12.77%
19.18%
Fund Age
3 yrs 7 mo
5 yrs 5 mo
AUM
₹223.43 Cr
₹730.87 Cr
Alpha – 1 Year
9.88%
0.62%
Alpha – 3 Years
3.17%
14.53%
Information Ratio – 3 Years
0.40
0.84
Volatility – 1 Year
16.24%
21.03%
Volatility – 3 Years
16.22%
18.57%
Beta – 1 Year
0.89
0.98
Beta – 3 Years
1.02
0.72
Sharpe Ratio – 1 Year
0.30
0.01
Sharpe Ratio – 3 Years
0.44
1.08
Worst Rolling Year
11.49%
8.04%
Value at Worst Rolling Year
₹1.11 Cr
₹1.08 Cr
Deepest Drawdown
−24.20%
−22.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
26.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 11% · M 7% · S 82%
Number of Stocks
96
17
Portfolio P/E
27.01
52.34
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%
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%