Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
InCred Capital - Multicap PMS
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%
6.10%
6 Months
6.20%
8.11%
1 Year
9.45%
−2.73%
3 Years
11.74%
11.42%
5 Years
—
12.09%
Since Inception
12.77%
13.75%
Fund Age
3 yrs 7 mo
5 yrs 5 mo
AUM
₹223.43 Cr
₹205.48 Cr
Alpha – 1 Year
9.88%
−5.71%
Alpha – 3 Years
3.17%
−0.47%
Information Ratio – 3 Years
0.40
-0.07
Volatility – 1 Year
16.24%
23.93%
Volatility – 3 Years
16.22%
22.69%
Beta – 1 Year
0.89
1.24
Beta – 3 Years
1.02
1.17
Sharpe Ratio – 1 Year
0.30
-0.23
Sharpe Ratio – 3 Years
0.44
0.35
Worst Rolling Year
11.49%
11.05%
Value at Worst Rolling Year
₹1.11 Cr
₹1.11 Cr
Deepest Drawdown
−24.20%
−29.75%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 28% · M 36% · S 34%
Number of Stocks
96
29
Portfolio P/E
27.01
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
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%