Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Invesco - Caterpillar
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Invesco - Caterpillar
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%
5.09%
6 Months
6.20%
12.77%
1 Year
9.45%
18.71%
3 Years
11.74%
16.31%
5 Years
—
16.50%
Since Inception
12.77%
12.31%
Fund Age
3 yrs 7 mo
20 yrs 2 mo
AUM
₹223.43 Cr
₹81.03 Cr
Alpha – 1 Year
9.88%
13.99%
Alpha – 3 Years
3.17%
4.22%
Information Ratio – 3 Years
0.40
0.46
Volatility – 1 Year
16.24%
18.60%
Volatility – 3 Years
16.22%
18.73%
Beta – 1 Year
0.89
0.98
Beta – 3 Years
1.02
1.07
Sharpe Ratio – 1 Year
0.30
0.73
Sharpe Ratio – 3 Years
0.44
0.63
Worst Rolling Year
11.49%
-17.65%
Value at Worst Rolling Year
₹1.11 Cr
₹0.82 Cr
Deepest Drawdown
−24.20%
−25.73%
Recovery Period
Not yet recovered
498 days
1-Year Rolling Windows Positive
100.00%
76.16%
Median Rolling Year
13.89%
14.50%
5-Year Rolling Windows Positive
—
86.34%
Market-Cap Mix
L 45% · M 31% · S 19%
L 18% · M 28% · S 49%
Number of Stocks
96
23
Portfolio P/E
27.01
43.00
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%
Bharat Electronics Ltd · 7.15%
Karur Vysya Bank Ltd · 6.63%
Netweb Technologies India Ltd · 6.53%
Eternal Ltd · 6.38%
Federal Bank Ltd · 6.06%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Financial Services · 25.84%
Capital Goods · 17.16%
Healthcare · 13.94%
Fixed Fee
1.35% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—