Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Karma Capital Lotus
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%
2.20%
6 Months
6.20%
9.70%
1 Year
9.45%
10.00%
3 Years
11.74%
17.10%
5 Years
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—
Since Inception
12.77%
23.10%
Fund Age
3 yrs 7 mo
3 yrs 6 mo
AUM
₹223.43 Cr
₹24.16 Cr
Alpha – 1 Year
9.88%
5.30%
Alpha – 3 Years
3.17%
5.00%
Information Ratio – 3 Years
0.40
0.96
Volatility – 1 Year
16.24%
16.88%
Volatility – 3 Years
16.22%
15.62%
Beta – 1 Year
0.89
0.95
Beta – 3 Years
1.02
0.93
Sharpe Ratio – 1 Year
0.30
0.34
Sharpe Ratio – 3 Years
0.44
0.81
Worst Rolling Year
11.49%
16.97%
Value at Worst Rolling Year
₹1.11 Cr
₹1.17 Cr
Deepest Drawdown
−24.20%
−19.30%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
19.82%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 45% · M 31% · S 19%
L 16% · M 17% · S 63%
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%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
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Fixed Fee
1.35% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –