Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Invasset - Growth Fund
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Invasset - Growth Fund
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%
0.38%
6 Months
6.20%
2.78%
1 Year
9.45%
6.76%
3 Years
11.74%
15.24%
5 Years
—
18.34%
Since Inception
12.77%
26.15%
Fund Age
3 yrs 7 mo
6 yrs 7 mo
AUM
₹223.43 Cr
₹332.83 Cr
Alpha – 1 Year
9.88%
2.04%
Alpha – 3 Years
3.17%
3.15%
Information Ratio – 3 Years
0.40
0.19
Volatility – 1 Year
16.24%
21.45%
Volatility – 3 Years
16.22%
23.36%
Beta – 1 Year
0.89
1.03
Beta – 3 Years
1.02
1.11
Sharpe Ratio – 1 Year
0.30
0.16
Sharpe Ratio – 3 Years
0.44
0.50
Worst Rolling Year
11.49%
15.25%
Value at Worst Rolling Year
₹1.11 Cr
₹1.15 Cr
Deepest Drawdown
−24.20%
−32.29%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
33.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
L 20% · M 5%
Number of Stocks
96
11
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%
Cash & Cash Equivalent · 100.00%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
—
Fixed Fee
1.35% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%