Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
4.05%
6 Months
6.20%
6.73%
1 Year
9.45%
−2.26%
3 Years
11.74%
32.06%
5 Years
—
—
Since Inception
12.77%
37.04%
Fund Age
3 yrs 7 mo
3 yrs
AUM
₹223.43 Cr
₹174.65 Cr
Alpha – 1 Year
9.88%
−5.24%
Alpha – 3 Years
3.17%
20.17%
Information Ratio – 3 Years
0.40
0.81
Volatility – 1 Year
16.24%
26.32%
Volatility – 3 Years
16.22%
22.60%
Beta – 1 Year
0.89
1.14
Beta – 3 Years
1.02
0.69
Sharpe Ratio – 1 Year
0.30
-0.17
Sharpe Ratio – 3 Years
0.44
1.11
Worst Rolling Year
11.49%
32.07%
Value at Worst Rolling Year
₹1.11 Cr
₹1.32 Cr
Deepest Drawdown
−24.20%
−30.55%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
33.22%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 45% · M 31% · S 19%
—
Number of Stocks
96
—
Portfolio P/E
27.01
—
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%
—
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
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%