Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
JM Financial - India Resurgent
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
4.15%
6 Months
6.20%
18.21%
1 Year
9.45%
19.11%
3 Years
11.74%
23.58%
5 Years
—
18.40%
Since Inception
12.77%
13.93%
Fund Age
3 yrs 7 mo
11 yrs 4 mo
AUM
₹223.43 Cr
₹13.37 Cr
Alpha – 1 Year
9.88%
16.13%
Alpha – 3 Years
3.17%
11.69%
Information Ratio – 3 Years
0.40
1.24
Volatility – 1 Year
16.24%
18.18%
Volatility – 3 Years
16.22%
17.99%
Beta – 1 Year
0.89
0.94
Beta – 3 Years
1.02
1.01
Sharpe Ratio – 1 Year
0.30
0.75
Sharpe Ratio – 3 Years
0.44
0.97
Worst Rolling Year
11.49%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−24.20%
−20.05%
Recovery Period
Not yet recovered
162 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%
L 27% · M 15% · S 55%
Number of Stocks
96
32
Portfolio P/E
27.01
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
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%