Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs JM-Apex
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
JM-Apex
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
5.10%
6 Months
6.20%
17.39%
1 Year
9.45%
20.93%
3 Years
11.74%
17.01%
5 Years
—
—
Since Inception
12.77%
19.54%
Fund Age
3 yrs 7 mo
3 yrs 6 mo
AUM
₹223.43 Cr
₹615.02 Cr
Alpha – 1 Year
9.88%
16.21%
Alpha – 3 Years
3.17%
4.92%
Information Ratio – 3 Years
0.40
—
Volatility – 1 Year
16.24%
19.36%
Volatility – 3 Years
16.22%
18.51%
Beta – 1 Year
0.89
1.01
Beta – 3 Years
1.02
—
Sharpe Ratio – 1 Year
0.30
0.81
Sharpe Ratio – 3 Years
0.44
0.72
Worst Rolling Year
11.49%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−24.20%
−14.79%
Recovery Period
Not yet recovered
45 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.89%
—
5-Year Rolling Windows Positive
—
—
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%
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
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%
3% / 2% / 0%