Portfolio Management Services (PMS)Compare Schemes
Ayan-PriceBridge Upswing vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Ayan-PriceBridge Upswing
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.67%
0.53%
6 Months
6.20%
5.22%
1 Year
9.45%
8.94%
3 Years
11.74%
10.33%
5 Years
—
10.77%
Since Inception
12.77%
10.49%
Fund Age
3 yrs 7 mo
9 yrs 9 mo
AUM
₹223.43 Cr
₹67.62 Cr
Alpha – 1 Year
9.88%
−0.44%
Alpha – 3 Years
3.17%
0.76%
Information Ratio – 3 Years
0.40
0.44
Volatility – 1 Year
16.24%
2.31%
Volatility – 3 Years
16.22%
1.38%
Beta – 1 Year
0.89
0.41
Beta – 3 Years
1.02
0.46
Sharpe Ratio – 1 Year
0.30
1.46
Sharpe Ratio – 3 Years
0.44
3.36
Worst Rolling Year
11.49%
9.87%
Value at Worst Rolling Year
₹1.11 Cr
₹1.10 Cr
Deepest Drawdown
−24.20%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.89%
10.78%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 45% · M 31% · S 19%
—
Number of Stocks
96
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Healthcare · 15.55%
Financial Services · 15.06%
Capital Goods · 12.55%
Others · 99.75%
Government · 0.23%
Fixed Fee
1.35% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%